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

Schroder Investment Management 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
Q4 		– Sell
-58,058
Closed -$2.6M – 1454
2014
Q3 		$2.6M Sell
58,058
-1,038
-2% -$46.9K ﹤0.01% 877
2014
Q2 		$2.65M Sell
59,096
-3,065
-5% -$134K ﹤0.01% 852
2014
Q1 		$2.71M Sell
62,161
-9,327
-13% -$397K ﹤0.01% 863
2013
Q4 		$3.08M Buy
+71,488
New +$2.93M ﹤0.01% 874

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Schroder Investment Management Group's PKW Position: Q4 2014 in Review

Schroder Investment Management Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2014, closing a stake of 58,058 shares — an estimated $2.6M sold.

Schroder Investment Management Group first reported a position in PKW in Q4 2013 and held it in 4 quarters. The position peaked at $3.08M in Q4 2013. 141 funds tracked by Wall St. Rank hold PKW as of Q4 2014.

  • Schroder Investment Management Group reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 58,058 Invesco BuyBack Achievers ETF shares in Q4 2014, an estimated $2.6M.
  • Schroder Investment Management Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2013 and held it in 4 quarters.
  • Schroder Investment Management Group's Invesco BuyBack Achievers ETF position peaked at $3.08M in Q4 2013.
  • 141 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2014.

Based on Schroder Investment Management Group's 13F filing for Q4 2014, filed 17 Feb 2015.