SEI Investments
PWB icon

SEI Investments’s Invesco Large Cap Growth ETF PWB Stock Holding History

SEI Investments’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-67
Closed -$3K – 3208
2018
Q2 		$3K Hold
67
– – ﹤0.01% 3292
2018
Q1 		$3K Hold
67
– – ﹤0.01% 3182
2017
Q4 		$3K Sell
67
-96
-59% -$3.89K ﹤0.01% 3058
2017
Q3 		$6K Sell
163
-432
-73% -$16.2K ﹤0.01% 2806
2017
Q2 		$21K Hold
595
– – ﹤0.01% 2442
2017
Q1 		$20K Buy
+595
New +$20K ﹤0.01% 2334

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return