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TCI Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-151
Closed -$7K – 923
2014
Q1 		$7K Hold
151
– – ﹤0.01% 489
2013
Q4 		$7K Buy
+151
New +$6.19K ﹤0.01% 490

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

TCI Wealth Advisors's PKW Position: Q2 2014 in Review

TCI Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2014, closing a stake of 151 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in PKW in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 123 funds tracked by Wall St. Rank hold PKW as of Q2 2014.

  • TCI Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 151 Invesco BuyBack Achievers ETF shares in Q2 2014, an estimated $7K.
  • TCI Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2013 and held it in 2 quarters.
  • TCI Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $7K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2014.

Based on TCI Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.