Vantage Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Vantage Investment 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
2014 Q4	–	Sell	-80	Closed	-$4K	–	791
2014 Q3	$4K	Sell	80 -55	-41%	-$2.48K	﹤0.01%	602
2014 Q2	$6K	Hold	135	–	–	﹤0.01%	559
2014 Q1	$6K	Hold	135	–	–	﹤0.01%	509
2013 Q4	$6K	Buy	+135	New	+$5.54K	﹤0.01%	479

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

Vantage Investment Advisors's PKW Position: Q4 2014 in Review

Vantage Investment Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2014, closing a stake of 80 shares — an estimated $4K sold.

Vantage Investment Advisors first reported a position in PKW in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q2 2014. 141 funds tracked by Wall St. Rank hold PKW as of Q4 2014.

Vantage Investment Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2014 after selling out during the quarter.
Vantage Investment Advisors sold 80 Invesco BuyBack Achievers ETF shares in Q4 2014, an estimated $4K.
Vantage Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2013 and held it in 4 quarters.
Vantage Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $6K in Q2 2014.
141 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2014.

Based on Vantage Investment Advisors's 13F filing for Q4 2014, filed 4 Feb 2015.