U
KBWP icon

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

UBS’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
2014
Q2 		– Sell
-1,047
Closed -$39K – 10626
2014
Q1 		$39K Buy
1,047
+934
+827% +$34.4K ﹤0.01% 7174
2013
Q4 		$4K Sell
113
-1,621
-93% -$61.9K ﹤0.01% 9710
2013
Q3 		$63K Buy
1,734
+937
+118% +$33.6K ﹤0.01% 6557
2013
Q2 		$28K Buy
+797
New +$28.1K ﹤0.01% 7464

Other funds holding KBWP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS's KBWP Position: Q2 2014 in Review

UBS sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2014, closing a stake of 1,047 shares — an estimated $39K sold.

UBS first reported a position in KBWP in Q2 2013 and held it in 4 quarters. The position peaked at $63K in Q3 2013. 11 funds tracked by Wall St. Rank hold KBWP as of Q2 2014.

  • UBS reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2014 after selling out during the quarter.
  • UBS sold 1,047 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2014, an estimated $39K.
  • UBS first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and held it in 4 quarters.
  • UBS's Invesco KBW Property & Casualty Insurance ETF position peaked at $63K in Q3 2013.
  • 11 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2014.

Based on UBS's 13F filing for Q2 2014, filed 14 Aug 2014.