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SWS Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

SWS Partners’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5
Closed – – 398
2017
Q4 		$0 Buy
+5
New +$183 ﹤0.01% 400

Other funds holding KBWY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWS Partners's KBWY Position: Q1 2018 in Review

SWS Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2018, closing a stake of 5 shares.

SWS Partners first reported a position in KBWY in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 59 funds tracked by Wall St. Rank hold KBWY as of Q1 2018.

  • SWS Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2018 after selling out during the quarter.
  • SWS Partners sold 5 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2018.
  • SWS Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2017 and held it in 1 quarter.
  • SWS Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $0 in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.