Vigilant Capital Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Vigilant Capital Management’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
2020 Q2	–	Sell	-467	Closed	-$25K	–	336
2020 Q1	$25K	Hold	467	–	–	﹤0.01%	243
2019 Q4	$33K	Hold	467	–	–	﹤0.01%	351
2019 Q3	$35K	Hold	467	–	–	﹤0.01%	284
2019 Q2	$33K	Hold	467	–	–	﹤0.01%	290
2019 Q1	$29K	Hold	467	–	–	﹤0.01%	304
2018 Q4	$26K	Buy	+467	New	+$27.9K	﹤0.01%	307

Other funds holding KBWP

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Vigilant Capital Management's KBWP Position: Q2 2020 in Review

Vigilant Capital Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2020, closing a stake of 467 shares — an estimated $25K sold.

Vigilant Capital Management first reported a position in KBWP in Q4 2018 and held it in 6 quarters. The position peaked at $35K in Q3 2019. 27 funds tracked by Wall St. Rank hold KBWP as of Q2 2020.

Vigilant Capital Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2020 after selling out during the quarter.
Vigilant Capital Management sold 467 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2020, an estimated $25K.
Vigilant Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2018 and held it in 6 quarters.
Vigilant Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $35K in Q3 2019.
27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2020.

Based on Vigilant Capital Management's 13F filing for Q2 2020, filed 10 Jul 2020.