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Roble Belko & Company’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Roble Belko & Company’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
2016
Q4 		– Sell
-865
Closed -$41K – 409
2016
Q3 		$41K Buy
+865
New +$40.7K 0.02% 117

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Roble Belko & Company's PKW Position: Q4 2016 in Review

Roble Belko & Company sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2016, closing a stake of 865 shares — an estimated $41K sold.

Roble Belko & Company first reported a position in PKW in Q3 2016 and held it in 1 quarter. The position peaked at $41K in Q3 2016. 129 funds tracked by Wall St. Rank hold PKW as of Q4 2016.

  • Roble Belko & Company reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2016 after selling out during the quarter.
  • Roble Belko & Company sold 865 Invesco BuyBack Achievers ETF shares in Q4 2016, an estimated $41K.
  • Roble Belko & Company first reported a position in Invesco BuyBack Achievers ETF in Q3 2016 and held it in 1 quarter.
  • Roble Belko & Company's Invesco BuyBack Achievers ETF position peaked at $41K in Q3 2016.
  • 129 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2016.

Based on Roble Belko & Company's 13F filing for Q4 2016, filed 18 Jan 2017.