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Tiedemann Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Tiedemann 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
2018
Q1 		– Sell
-10,667
Closed -$2.61M – 271
2017
Q4 		$2.61M Buy
+10,667
New +$607K 0.2% 70

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Tiedemann Advisors's PKW Position: Q1 2018 in Review

Tiedemann Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2018, closing a stake of 10,667 shares — an estimated $2.61M sold.

Tiedemann Advisors first reported a position in PKW in Q4 2017 and held it in 1 quarter. The position peaked at $2.61M in Q4 2017. 148 funds tracked by Wall St. Rank hold PKW as of Q1 2018.

  • Tiedemann Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2018 after selling out during the quarter.
  • Tiedemann Advisors sold 10,667 Invesco BuyBack Achievers ETF shares in Q1 2018, an estimated $2.61M.
  • Tiedemann Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 1 quarter.
  • Tiedemann Advisors's Invesco BuyBack Achievers ETF position peaked at $2.61M in Q4 2017.
  • 148 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2018.

Based on Tiedemann Advisors's 13F filing for Q1 2018, filed 11 May 2018.