Vontobel Swiss Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Vontobel Swiss Wealth 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
2016 Q4	–	Sell	-9,715	Closed	-$461K	–	77
2016 Q3	$461K	Sell	9,715 -14,600	-60%	-$687K	0.25%	47
2016 Q2	$989K	Buy	24,315 +10,655	+78%	+$485K	0.59%	43
2016 Q1	$619K	Buy	13,660 +2,200	+19%	+$94.7K	0.33%	46
2015 Q4	$521K	Sell	11,460 -1,000	-8%	-$46.4K	0.31%	43
2015 Q3	$533K	Sell	12,460 -2,385	-16%	-$112K	0.37%	41
2015 Q2	$648K	Buy	14,845 +465	+3%	+$23K	0.43%	35
2015 Q1	$709K	Sell	14,380 -18,835	-57%	-$915K	0.48%	36
2014 Q4	$1.6M	Buy	+33,215	New	+$1.53M	1.17%	26

Other funds holding PKW

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

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

MIH

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's PKW Position: Q4 2016 in Review

Vontobel Swiss Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2016, closing a stake of 9,715 shares — an estimated $461K sold.

Vontobel Swiss Wealth Advisors first reported a position in PKW in Q4 2014 and held it in 8 quarters. The position peaked at $1.6M in Q4 2014. 129 funds tracked by Wall St. Rank hold PKW as of Q4 2016.

Vontobel Swiss Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2016 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 9,715 Invesco BuyBack Achievers ETF shares in Q4 2016, an estimated $461K.
Vontobel Swiss Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and held it in 8 quarters.
Vontobel Swiss Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $1.6M in Q4 2014.
129 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.