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MUFG Americas’s Invesco KBW Bank ETF KBWB Stock Holding History

MUFG Americas’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
2014
Q2 		– Sell
-1,204
Closed -$45K – 1184
2014
Q1 		$45K Buy
+1,204
New +$43K ﹤0.01% 689

Other funds holding KBWB

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

MUFG Americas's KBWB Position: Q2 2014 in Review

MUFG Americas sold out of Invesco KBW Bank ETF (KBWB) in Q2 2014, closing a stake of 1,204 shares — an estimated $45K sold.

MUFG Americas first reported a position in KBWB in Q1 2014 and held it in 1 quarter. The position peaked at $45K in Q1 2014. 30 funds tracked by Wall St. Rank hold KBWB as of Q2 2014.

  • MUFG Americas reported no remaining Invesco KBW Bank ETF position as of Q2 2014 after selling out during the quarter.
  • MUFG Americas sold 1,204 Invesco KBW Bank ETF shares in Q2 2014, an estimated $45K.
  • MUFG Americas first reported a position in Invesco KBW Bank ETF in Q1 2014 and held it in 1 quarter.
  • MUFG Americas's Invesco KBW Bank ETF position peaked at $45K in Q1 2014.
  • 30 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2014.

Based on MUFG Americas's 13F filing for Q2 2014, filed 5 Aug 2014.