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SG Americas Securities’s
Invesco Large Cap Growth ETF
PWB
Stock Holding History
SG Americas Securities’s Portfolio
PWB Stock Details
PWB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q4
–
Sell
-21,644
Closed
-$686K
–
3394
2016
Q3
$686K
Buy
21,644
+4,945
+30%
+$158K
0.01%
1448
2016
Q2
$521K
Buy
+16,699
New
+$518K
﹤0.01%
1675
2015
Q3
–
Sell
-17,746
Closed
-$545K
–
2583
2015
Q2
$545K
Sell
17,746
-7,400
-29%
-$228K
﹤0.01%
1395
2015
Q1
$770K
Sell
25,146
-2,300
-8%
-$68.7K
﹤0.01%
1250
2014
Q4
$803K
Buy
27,446
+21,035
+328%
+$591K
﹤0.01%
1341
2014
Q3
$175K
Sell
6,411
-14,680
-70%
-$401K
﹤0.01%
2050
2014
Q2
$573K
Buy
+21,091
New
+$551K
﹤0.01%
1620
Other funds holding PWB
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UCFA
United Capital Financial Advisors
Irving, Texas
$16.2B AUM
16.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
HI
Horizon Investments
Charlotte, North Carolina
$8.92B AUM
25.62%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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