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PDS Planning’s Invesco Building & Construction ETF PKB Stock Holding History

PDS Planning’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,610
Closed -$202K – 79
2018
Q2 		$202K Hold
6,610
– – 0.2% 62
2018
Q1 		$206K Sell
6,610
-652
-9% -$21.5K 0.21% 61
2017
Q4 		$252K Buy
+7,262
New +$241K 0.26% 57

Other funds holding PKB

MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

PDS Planning's PKB Position: Q3 2018 in Review

PDS Planning sold out of Invesco Building & Construction ETF (PKB) in Q3 2018, closing a stake of 6,610 shares — an estimated $202K sold.

PDS Planning first reported a position in PKB in Q4 2017 and held it in 3 quarters. The position peaked at $252K in Q4 2017. 57 funds tracked by Wall St. Rank hold PKB as of Q3 2018.

  • PDS Planning reported no remaining Invesco Building & Construction ETF position as of Q3 2018 after selling out during the quarter.
  • PDS Planning sold 6,610 Invesco Building & Construction ETF shares in Q3 2018, an estimated $202K.
  • PDS Planning first reported a position in Invesco Building & Construction ETF in Q4 2017 and held it in 3 quarters.
  • PDS Planning's Invesco Building & Construction ETF position peaked at $252K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2018.

Based on PDS Planning's 13F filing for Q3 2018, filed 2 Nov 2018.