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Simon Quick Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Simon Quick Advisors’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
2018
Q4 		– Sell
-2,030
Closed -$124K – 360
2018
Q3 		$124K Buy
+2,030
New +$121K 0.05% 99

Other funds holding PKW

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Simon Quick Advisors's PKW Position: Q4 2018 in Review

Simon Quick Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2018, closing a stake of 2,030 shares — an estimated $124K sold.

Simon Quick Advisors first reported a position in PKW in Q3 2018 and held it in 1 quarter. The position peaked at $124K in Q3 2018. 164 funds tracked by Wall St. Rank hold PKW as of Q4 2018.

  • Simon Quick Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 2,030 Invesco BuyBack Achievers ETF shares in Q4 2018, an estimated $124K.
  • Simon Quick Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2018 and held it in 1 quarter.
  • Simon Quick Advisors's Invesco BuyBack Achievers ETF position peaked at $124K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2018.

Based on Simon Quick Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.