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Strategic Capital Alternatives’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Strategic Capital Alternatives’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
2014
Q4 		– Sell
-363
Closed -$16K – 265
2014
Q3 		$16K Buy
+363
New +$16.4K 0.01% 344

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Strategic Capital Alternatives's PKW Position: Q4 2014 in Review

Strategic Capital Alternatives sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2014, closing a stake of 363 shares — an estimated $16K sold.

Strategic Capital Alternatives first reported a position in PKW in Q3 2014 and held it in 1 quarter. The position peaked at $16K in Q3 2014. 141 funds tracked by Wall St. Rank hold PKW as of Q4 2014.

  • Strategic Capital Alternatives reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2014 after selling out during the quarter.
  • Strategic Capital Alternatives sold 363 Invesco BuyBack Achievers ETF shares in Q4 2014, an estimated $16K.
  • Strategic Capital Alternatives first reported a position in Invesco BuyBack Achievers ETF in Q3 2014 and held it in 1 quarter.
  • Strategic Capital Alternatives's Invesco BuyBack Achievers ETF position peaked at $16K in Q3 2014.
  • 141 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2014.

Based on Strategic Capital Alternatives's 13F filing for Q4 2014, filed 18 Feb 2015.