ML
PWB icon

McAdam LLC’s Invesco Large Cap Growth ETF PWB Stock Holding History

McAdam LLC’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$19K – 465
2018
Q3 		$19K Hold
400
– – 0.01% 265
2018
Q2 		$18K Hold
400
– – 0.01% 257
2018
Q1 		$17K Buy
+400
New +$17.4K 0.01% 266

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

McAdam LLC's PWB Position: Q4 2018 in Review

McAdam LLC sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2018, closing a stake of 400 shares — an estimated $19K sold.

McAdam LLC first reported a position in PWB in Q1 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 101 funds tracked by Wall St. Rank hold PWB as of Q4 2018.

  • McAdam LLC reported no remaining Invesco Large Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 400 Invesco Large Cap Growth ETF shares in Q4 2018, an estimated $19K.
  • McAdam LLC first reported a position in Invesco Large Cap Growth ETF in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Invesco Large Cap Growth ETF position peaked at $19K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.