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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 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.