Nan Shan Life Insurance’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Nan Shan Life Insurance’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
2019 Q3	–	Sell	-35,000	Closed	-$2.19M	–	95
2019 Q2	$2.19M	Sell	35,000 -1,000	-3%	-$61.6K	0.06%	83
2019 Q1	$2.15M	Hold	36,000	–	–	0.04%	94
2018 Q4	$1.88M	Hold	36,000	–	–	0.04%	99
2018 Q3	$2.19M	Buy	+36,000	New	+$2.15M	0.04%	98

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Nan Shan Life Insurance's PKW Position: Q3 2019 in Review

Nan Shan Life Insurance sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2019, closing a stake of 35,000 shares — an estimated $2.19M sold.

Nan Shan Life Insurance first reported a position in PKW in Q3 2018 and held it in 4 quarters. The position peaked at $2.19M in Q3 2018. 159 funds tracked by Wall St. Rank hold PKW as of Q3 2019.

Nan Shan Life Insurance reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2019 after selling out during the quarter.
Nan Shan Life Insurance sold 35,000 Invesco BuyBack Achievers ETF shares in Q3 2019, an estimated $2.19M.
Nan Shan Life Insurance first reported a position in Invesco BuyBack Achievers ETF in Q3 2018 and held it in 4 quarters.
Nan Shan Life Insurance's Invesco BuyBack Achievers ETF position peaked at $2.19M in Q3 2018.
159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2019.

Based on Nan Shan Life Insurance's 13F filing for Q3 2019, filed 6 Nov 2019.