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Vanguard Capital Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Vanguard Capital Wealth 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
2019
Q3 		– Sell
-2,909
Closed -$203K – 129
2019
Q2 		$203K Buy
+2,909
New +$195K 0.25% 109

Other funds holding KBWP

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vanguard Capital Wealth Advisors's KBWP Position: Q3 2019 in Review

Vanguard Capital Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2019, closing a stake of 2,909 shares — an estimated $203K sold.

Vanguard Capital Wealth Advisors first reported a position in KBWP in Q2 2019 and held it in 1 quarter. The position peaked at $203K in Q2 2019. 34 funds tracked by Wall St. Rank hold KBWP as of Q3 2019.

  • Vanguard Capital Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2019 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 2,909 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2019, an estimated $203K.
  • Vanguard Capital Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2019 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $203K in Q2 2019.
  • 34 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.