UCFA
KBWP icon

United Capital Financial Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

United Capital Financial 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
2016
Q2 		– Sell
-131,749
Closed -$6.47M – 1271
2016
Q1 		$6.47M Sell
131,749
-310,235
-70% -$14.4M 0.07% 284
2015
Q4 		$21.2M Buy
441,984
+426,471
+2,749% +$20.4M 0.24% 85
2015
Q3 		$708K Buy
+15,513
New +$718K 0.01% 795

Other funds holding KBWP

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's KBWP Position: Q2 2016 in Review

United Capital Financial Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2016, closing a stake of 131,749 shares — an estimated $6.47M sold.

United Capital Financial Advisors first reported a position in KBWP in Q3 2015 and held it in 3 quarters. The position peaked at $21.2M in Q4 2015. 24 funds tracked by Wall St. Rank hold KBWP as of Q2 2016.

  • United Capital Financial Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 131,749 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2016, an estimated $6.47M.
  • United Capital Financial Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2015 and held it in 3 quarters.
  • United Capital Financial Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $21.2M in Q4 2015.
  • 24 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.