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Veritable’s Invesco Large Cap Value ETF PWV Stock Holding History

Veritable’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-173
Closed -$5K – 986
2013
Q4 		$5K Buy
+173
New +$4.72K ﹤0.01% 971

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Veritable's PWV Position: Q1 2014 in Review

Veritable sold out of Invesco Large Cap Value ETF (PWV) in Q1 2014, closing a stake of 173 shares — an estimated $5K sold.

Veritable first reported a position in PWV in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 59 funds tracked by Wall St. Rank hold PWV as of Q1 2014.

  • Veritable reported no remaining Invesco Large Cap Value ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 173 Invesco Large Cap Value ETF shares in Q1 2014, an estimated $5K.
  • Veritable first reported a position in Invesco Large Cap Value ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's Invesco Large Cap Value ETF position peaked at $5K in Q4 2013.
  • 59 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.