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 $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return