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RPg Family Wealth Advisory’s Invesco Building & Construction ETF PKB Stock Holding History

RPg Family Wealth Advisory’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-409
Closed -$10.6K – 265
2016
Q2 		$10.6K Sell
409
-145
-26% -$3.69K ﹤0.01% 248
2016
Q1 		$13.8K Sell
554
-1,446
-72% -$32.3K 0.01% 221
2015
Q4 		$47.6K Buy
+2,000
New +$48.4K 0.04% 99

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RPg Family Wealth Advisory's PKB Position: Q3 2016 in Review

RPg Family Wealth Advisory sold out of Invesco Building & Construction ETF (PKB) in Q3 2016, closing a stake of 409 shares — an estimated $10.6K sold.

RPg Family Wealth Advisory first reported a position in PKB in Q4 2015 and held it in 3 quarters. The position peaked at $47.6K in Q4 2015. 35 funds tracked by Wall St. Rank hold PKB as of Q3 2016.

  • RPg Family Wealth Advisory reported no remaining Invesco Building & Construction ETF position as of Q3 2016 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 409 Invesco Building & Construction ETF shares in Q3 2016, an estimated $10.6K.
  • RPg Family Wealth Advisory first reported a position in Invesco Building & Construction ETF in Q4 2015 and held it in 3 quarters.
  • RPg Family Wealth Advisory's Invesco Building & Construction ETF position peaked at $47.6K in Q4 2015.
  • 35 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2016.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2016, filed 14 Nov 2016.