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NWQ Investment Management Company’s Invesco BuyBack Achievers ETF PKW Stock Holding History

NWQ Investment Management Company’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
2014
Q3 		– Sell
-95,825
Closed -$4.3M – 183
2014
Q2 		$4.3M Buy
+95,825
New +$4.19M 0.04% 135

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Bank of America
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JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

NWQ Investment Management Company's PKW Position: Q3 2014 in Review

NWQ Investment Management Company sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2014, closing a stake of 95,825 shares — an estimated $4.3M sold.

NWQ Investment Management Company first reported a position in PKW in Q2 2014 and held it in 1 quarter. The position peaked at $4.3M in Q2 2014. 123 funds tracked by Wall St. Rank hold PKW as of Q3 2014.

  • NWQ Investment Management Company reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2014 after selling out during the quarter.
  • NWQ Investment Management Company sold 95,825 Invesco BuyBack Achievers ETF shares in Q3 2014, an estimated $4.3M.
  • NWQ Investment Management Company first reported a position in Invesco BuyBack Achievers ETF in Q2 2014 and held it in 1 quarter.
  • NWQ Investment Management Company's Invesco BuyBack Achievers ETF position peaked at $4.3M in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2014.

Based on NWQ Investment Management Company's 13F filing for Q3 2014, filed 14 Nov 2014.