Rehmann Capital Advisory Group’s Invesco Large Cap Value ETF PWV Stock Holding History

Rehmann Capital Advisory Group’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-187	Closed	-$6.89K	–	2007
2019 Q2	$6.89K	Hold	187	–	–	﹤0.01%	1459
2019 Q1	$6.62K	Buy	+187	New	+$6.58K	﹤0.01%	1450
2018 Q4	–	Sell	-187	Closed	-$6.99K	–	2049
2018 Q3	$6.99K	Hold	187	–	–	﹤0.01%	1471
2018 Q2	$6.67K	Hold	187	–	–	﹤0.01%	1471
2018 Q1	$7K	Buy	+187	New	+$7.16K	﹤0.01%	1433

Other funds holding PWV

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of Invesco Large Cap Value ETF (PWV) in Q3 2019, closing a stake of 187 shares — an estimated $6.89K sold.

Rehmann Capital Advisory Group first reported a position in PWV in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2018. 114 funds tracked by Wall St. Rank hold PWV as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Invesco Large Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 187 Invesco Large Cap Value ETF shares in Q3 2019, an estimated $6.89K.
Rehmann Capital Advisory Group first reported a position in Invesco Large Cap Value ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's Invesco Large Cap Value ETF position peaked at $7K in Q1 2018.
114 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2019.

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