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Simplicity Solutions’s Invesco Large Cap Growth ETF PWB Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-5,608
Closed -$271K – 754
2018
Q3 		$271K Buy
+5,608
New +$263K 0.02% 417

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $786B AUM 40.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Simplicity Solutions's PWB Position: Q4 2018 in Review

Simplicity Solutions sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2018, closing a stake of 5,608 shares — an estimated $271K sold.

Simplicity Solutions first reported a position in PWB in Q3 2018 and held it in 1 quarter. The position peaked at $271K in Q3 2018. 101 funds tracked by Wall St. Rank hold PWB as of Q4 2018.

  • Simplicity Solutions reported no remaining Invesco Large Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Simplicity Solutions sold 5,608 Invesco Large Cap Growth ETF shares in Q4 2018, an estimated $271K.
  • Simplicity Solutions first reported a position in Invesco Large Cap Growth ETF in Q3 2018 and held it in 1 quarter.
  • Simplicity Solutions's Invesco Large Cap Growth ETF position peaked at $271K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2018.

Based on Simplicity Solutions's 13F filing for Q4 2018, filed 13 Feb 2019.