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Rehmann Capital Advisory Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Rehmann Capital Advisory Group’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-192
Closed -$13.4K – 1942
2019
Q2 		$13.4K Sell
192
-300
-61% -$20.1K ﹤0.01% 1253
2019
Q1 		$30.4K Buy
+492
New +$29.9K ﹤0.01% 979

Other funds holding KBWP

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rehmann Capital Advisory Group's KBWP Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2019, closing a stake of 192 shares — an estimated $13.4K sold.

Rehmann Capital Advisory Group first reported a position in KBWP in Q1 2019 and held it in 2 quarters. The position peaked at $30.4K in Q1 2019. 34 funds tracked by Wall St. Rank hold KBWP as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 192 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2019, an estimated $13.4K.
  • Rehmann Capital Advisory Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2019 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $30.4K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.