MCF Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

MCF Advisors’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 Q3	–	Sell	-894	Closed	-$40K	–	487
2018 Q2	$40K	Buy	+894	New	+$39.9K	0.01%	226
2016 Q4	–	Sell	-269	Closed	-$9K	–	461
2016 Q3	$9K	Hold	269	–	–	﹤0.01%	334
2016 Q2	$8K	Buy	+269	New	+$8.34K	﹤0.01%	368

Other funds holding PWB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

MCF Advisors's PWB Position: Q3 2018 in Review

MCF Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2018, closing a stake of 894 shares — an estimated $40K sold.

MCF Advisors first reported a position in PWB in Q2 2016 and held it in 3 quarters. The position peaked at $40K in Q2 2018. 93 funds tracked by Wall St. Rank hold PWB as of Q3 2018.

MCF Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
MCF Advisors sold 894 Invesco Large Cap Growth ETF shares in Q3 2018, an estimated $40K.
MCF Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2016 and held it in 3 quarters.
MCF Advisors's Invesco Large Cap Growth ETF position peaked at $40K in Q2 2018.
93 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2018.

Based on MCF Advisors's 13F filing for Q3 2018, filed 24 Oct 2018.