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MassMutual Private Wealth & Trust’s Invesco Large Cap Value ETF PWV Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-500
Closed -$16.3K – 957
2018
Q4 		$16.3K Sell
500
-475
-49% -$16.8K ﹤0.01% 508
2018
Q3 		$36.4K Buy
+975
New +$36.3K ﹤0.01% 454

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's PWV Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Invesco Large Cap Value ETF (PWV) in Q1 2019, closing a stake of 500 shares — an estimated $16.3K sold.

MassMutual Private Wealth & Trust first reported a position in PWV in Q3 2018 and held it in 2 quarters. The position peaked at $36.4K in Q3 2018. 119 funds tracked by Wall St. Rank hold PWV as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Large Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 500 Invesco Large Cap Value ETF shares in Q1 2019, an estimated $16.3K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Large Cap Value ETF in Q3 2018 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Invesco Large Cap Value ETF position peaked at $36.4K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.