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RiverFront Investment Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

RiverFront Investment Group’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,484,566
Closed -$64M – 92
2013
Q4 		$64M Buy
1,484,566
+24,903
+2% +$1.02M 1.86% 16
2013
Q3 		$57M Buy
1,459,663
+58,432
+4% +$2.22M 1.75% 16
2013
Q2 		$49.8M Buy
+1,401,231
New +$49.3M 1.68% 17

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

RiverFront Investment Group's PKW Position: Q1 2014 in Review

RiverFront Investment Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2014, closing a stake of 1,484,566 shares — an estimated $64M sold.

RiverFront Investment Group first reported a position in PKW in Q2 2013 and held it in 3 quarters. The position peaked at $64M in Q4 2013. 113 funds tracked by Wall St. Rank hold PKW as of Q1 2014.

  • RiverFront Investment Group reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2014 after selling out during the quarter.
  • RiverFront Investment Group sold 1,484,566 Invesco BuyBack Achievers ETF shares in Q1 2014, an estimated $64M.
  • RiverFront Investment Group first reported a position in Invesco BuyBack Achievers ETF in Q2 2013 and held it in 3 quarters.
  • RiverFront Investment Group's Invesco BuyBack Achievers ETF position peaked at $64M in Q4 2013.
  • 113 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2014.

Based on RiverFront Investment Group's 13F filing for Q1 2014, filed 7 May 2014.