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TCG Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

TCG Advisors’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-156
Closed -$11K – 270
2019
Q2 		$11K Hold
156
– – 0.01% 249
2019
Q1 		$10K Buy
+156
New +$9.47K 0.01% 272

Other funds holding KBWP

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TCG Advisors's KBWP Position: Q3 2019 in Review

TCG Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2019, closing a stake of 156 shares — an estimated $11K sold.

TCG Advisors first reported a position in KBWP in Q1 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2019. 34 funds tracked by Wall St. Rank hold KBWP as of Q3 2019.

  • TCG Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 156 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2019, an estimated $11K.
  • TCG Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $11K in Q2 2019.
  • 34 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.