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S.A. Mason’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

S.A. Mason’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
2020
Q1 		– Sell
-40
Closed -$3K – 431
2019
Q4 		$3K Buy
+40
New +$2.84K ﹤0.01% 408

Other funds holding KBWP

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

S.A. Mason's KBWP Position: Q1 2020 in Review

S.A. Mason sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2020, closing a stake of 40 shares — an estimated $3K sold.

S.A. Mason first reported a position in KBWP in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 35 funds tracked by Wall St. Rank hold KBWP as of Q1 2020.

  • S.A. Mason reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 40 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2020, an estimated $3K.
  • S.A. Mason first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's Invesco KBW Property & Casualty Insurance ETF position peaked at $3K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.