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Stone House Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Stone House Investment Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-267
Closed -$13K – 128
2019
Q1 		$13K Buy
+267
New +$13.2K 0.01% 145

Other funds holding KBWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Stone House Investment Management's KBWB Position: Q2 2019 in Review

Stone House Investment Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2019, closing a stake of 267 shares — an estimated $13K sold.

Stone House Investment Management first reported a position in KBWB in Q1 2019 and held it in 1 quarter. The position peaked at $13K in Q1 2019. 83 funds tracked by Wall St. Rank hold KBWB as of Q2 2019.

  • Stone House Investment Management reported no remaining Invesco KBW Bank ETF position as of Q2 2019 after selling out during the quarter.
  • Stone House Investment Management sold 267 Invesco KBW Bank ETF shares in Q2 2019, an estimated $13K.
  • Stone House Investment Management first reported a position in Invesco KBW Bank ETF in Q1 2019 and held it in 1 quarter.
  • Stone House Investment Management's Invesco KBW Bank ETF position peaked at $13K in Q1 2019.
  • 83 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.