MFW
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Mosaic Family Wealth’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Mosaic Family Wealth’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-500
Closed -$22K – 829
2015
Q4 		$22K Buy
+500
New +$23.2K 0.01% 433

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Madison Investment Holdings
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Choate Investment Advisors
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Mosaic Family Wealth's PKW Position: Q1 2016 in Review

Mosaic Family Wealth sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2016, closing a stake of 500 shares — an estimated $22K sold.

Mosaic Family Wealth first reported a position in PKW in Q4 2015 and held it in 1 quarter. The position peaked at $22K in Q4 2015. 133 funds tracked by Wall St. Rank hold PKW as of Q1 2016.

  • Mosaic Family Wealth reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 500 Invesco BuyBack Achievers ETF shares in Q1 2016, an estimated $22K.
  • Mosaic Family Wealth first reported a position in Invesco BuyBack Achievers ETF in Q4 2015 and held it in 1 quarter.
  • Mosaic Family Wealth's Invesco BuyBack Achievers ETF position peaked at $22K in Q4 2015.
  • 133 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2016.

Based on Mosaic Family Wealth's 13F filing for Q1 2016, filed 12 May 2016.