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Michael Gelband’s Invesco KBW Bank ETF KBWB Stock Holding History

Michael Gelband’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,529
Closed -$147K – 1366
2019
Q4 		$147K Sell
2,529
-27,653
-92% -$1.52M ﹤0.01% 1389
2019
Q3 		$1.55M Buy
+30,182
New +$1.51M 0.05% 283

Other funds holding KBWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Michael Gelband's KBWB Position: Q1 2020 in Review

Michael Gelband sold out of Invesco KBW Bank ETF (KBWB) in Q1 2020, closing a stake of 2,529 shares — an estimated $147K sold.

Michael Gelband first reported a position in KBWB in Q3 2019 and held it in 2 quarters. The position peaked at $1.55M in Q3 2019. 71 funds tracked by Wall St. Rank hold KBWB as of Q1 2020.

  • Michael Gelband reported no remaining Invesco KBW Bank ETF position as of Q1 2020 after selling out during the quarter.
  • Michael Gelband sold 2,529 Invesco KBW Bank ETF shares in Q1 2020, an estimated $147K.
  • Michael Gelband first reported a position in Invesco KBW Bank ETF in Q3 2019 and held it in 2 quarters.
  • Michael Gelband's Invesco KBW Bank ETF position peaked at $1.55M in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2020.

Based on ExodusPoint Capital Management's 13F filing for Q1 2020, filed 15 May 2020.