WP
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WealthSource Partners’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

WealthSource Partners’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
2016
Q3 		– Sell
-4,156
Closed -$208K – 282
2016
Q2 		$208K Sell
4,156
-132
-3% -$6.41K 0.08% 233
2016
Q1 		$211K Buy
+4,288
New +$200K 0.09% 205

Other funds holding KBWP

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthSource Partners's KBWP Position: Q3 2016 in Review

WealthSource Partners sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2016, closing a stake of 4,156 shares — an estimated $208K sold.

WealthSource Partners first reported a position in KBWP in Q1 2016 and held it in 2 quarters. The position peaked at $211K in Q1 2016. 21 funds tracked by Wall St. Rank hold KBWP as of Q3 2016.

  • WealthSource Partners reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2016 after selling out during the quarter.
  • WealthSource Partners sold 4,156 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2016, an estimated $208K.
  • WealthSource Partners first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2016 and held it in 2 quarters.
  • WealthSource Partners's Invesco KBW Property & Casualty Insurance ETF position peaked at $211K in Q1 2016.
  • 21 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2016.

Based on WealthSource Partners's 13F filing for Q3 2016, filed 2 Nov 2016.