WKWM
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Walter & Keenan Wealth Management’s First Trust Water ETF FIW Stock Holding History

Walter & Keenan Wealth Management’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,740
Closed -$433K – 158
2020
Q1 		$433K Buy
+9,740
New +$558K 0.17% 64

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Walter & Keenan Wealth Management's FIW Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of First Trust Water ETF (FIW) in Q2 2020, closing a stake of 9,740 shares — an estimated $433K sold.

Walter & Keenan Wealth Management first reported a position in FIW in Q1 2020 and held it in 1 quarter. The position peaked at $433K in Q1 2020. 99 funds tracked by Wall St. Rank hold FIW as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining First Trust Water ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 9,740 First Trust Water ETF shares in Q2 2020, an estimated $433K.
  • Walter & Keenan Wealth Management first reported a position in First Trust Water ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's First Trust Water ETF position peaked at $433K in Q1 2020.
  • 99 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.