TSW
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Thompson Siegel & Walmsley’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Thompson Siegel & Walmsley’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
2019
Q2 		– Sell
-1,120
Closed -$67K – 772
2019
Q1 		$67K Buy
+1,120
New +$64.7K ﹤0.01% 477

Other funds holding PKW

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Thompson Siegel & Walmsley's PKW Position: Q2 2019 in Review

Thompson Siegel & Walmsley sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2019, closing a stake of 1,120 shares — an estimated $67K sold.

Thompson Siegel & Walmsley first reported a position in PKW in Q1 2019 and held it in 1 quarter. The position peaked at $67K in Q1 2019. 164 funds tracked by Wall St. Rank hold PKW as of Q2 2019.

  • Thompson Siegel & Walmsley reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 1,120 Invesco BuyBack Achievers ETF shares in Q2 2019, an estimated $67K.
  • Thompson Siegel & Walmsley first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's Invesco BuyBack Achievers ETF position peaked at $67K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2019.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2019, filed 12 Aug 2019.