PSUF
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People's United Financial’s Invesco S&P Global Water Index ETF CGW Stock Holding History

People's United Financial’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,760
Closed -$13.7M – 761
2018
Q2 		$13.7M Sell
8,760
-5,526
-39% -$189K 0.35% 83
2018
Q1 		$487K Sell
14,286
-992
-6% -$34.4K 0.02% 516
2017
Q4 		$543K Buy
15,278
+700
+5% +$24.8K 0.02% 504
2017
Q3 		$502K Buy
14,578
+500
+4% +$16.7K 0.02% 440
2017
Q2 		$459K Sell
14,078
-200
-1% -$6.45K 0.02% 500
2017
Q1 		$444K Sell
14,278
-1,225
-8% -$36.6K 0.02% 485
2016
Q4 		$441K Sell
15,503
-83
-0.5% -$2.42K 0.02% 472
2016
Q3 		$482K Buy
15,586
+20
+0.1% +$607 0.03% 333
2016
Q2 		$467K Sell
15,566
-753
-5% -$21.9K 0.03% 339
2016
Q1 		$459K Buy
16,319
+200
+1% +$5.3K 0.02% 337
2015
Q4 		$437K Buy
16,119
+5,470
+51% +$153K 0.02% 356
2015
Q3 		$281K Buy
10,649
+8,284
+350% +$227K 0.02% 406
2015
Q2 		$68K Buy
2,365
+206
+10% +$6.03K ﹤0.01% 533
2015
Q1 		$61K Buy
2,159
+868
+67% +$24.3K ﹤0.01% 537
2014
Q4 		$36K Buy
+1,291
New +$36.1K ﹤0.01% 584

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

People's United Financial's CGW Position: Q3 2018 in Review

People's United Financial sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2018, closing a stake of 8,760 shares — an estimated $13.7M sold.

People's United Financial first reported a position in CGW in Q4 2014 and held it in 15 quarters. The position peaked at $13.7M in Q2 2018. 101 funds tracked by Wall St. Rank hold CGW as of Q3 2018.

  • People's United Financial reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2018 after selling out during the quarter.
  • People's United Financial sold 8,760 Invesco S&P Global Water Index ETF shares in Q3 2018, an estimated $13.7M.
  • People's United Financial first reported a position in Invesco S&P Global Water Index ETF in Q4 2014 and held it in 15 quarters.
  • People's United Financial's Invesco S&P Global Water Index ETF position peaked at $13.7M in Q2 2018.
  • 101 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2018.

Based on People's United Financial's 13F filing for Q3 2018, filed 13 Nov 2018.