Private Advisory Group’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Private Advisory Group’s Portfolio KBWY Stock Details KBWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13,709	Closed	-$436K	–	139
2018 Q3	$436K	Buy	+13,709	New	+$482K	0.22%	94
2017 Q1	–	Sell	-8,325	Closed	-$314K	–	148
2016 Q4	$314K	Buy	+8,325	New	+$294K	0.22%	97

Other funds holding KBWY

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Private Advisory Group's KBWY Position: Q4 2018 in Review

Private Advisory Group sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2018, closing a stake of 13,709 shares — an estimated $436K sold.

Private Advisory Group first reported a position in KBWY in Q4 2016 and held it in 2 quarters. The position peaked at $436K in Q3 2018. 69 funds tracked by Wall St. Rank hold KBWY as of Q4 2018.

Private Advisory Group reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2018 after selling out during the quarter.
Private Advisory Group sold 13,709 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2018, an estimated $436K.
Private Advisory Group first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2016 and held it in 2 quarters.
Private Advisory Group's Invesco KBW Premium Yield Equity REIT ETF position peaked at $436K in Q3 2018.
69 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2018.

Based on Private Advisory Group's 13F filing for Q4 2018, filed 11 Feb 2019.