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Wealthspire Advisors (Maryland)’s Invesco KBW Bank ETF KBWB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,827
Closed -$99K – 2505
2018
Q3 		$99K Buy
1,827
+11
+0.6% +$617 0.01% 690
2018
Q2 		$97K Sell
1,816
-30
-2% -$1.67K 0.01% 718
2018
Q1 		$101K Buy
1,846
+37
+2% +$2.14K 0.01% 709
2017
Q4 		$100K Buy
+1,809
New +$95.5K 0.01% 715

Other funds holding KBWB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KBWB Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco KBW Bank ETF (KBWB) in Q4 2018, closing a stake of 1,827 shares — an estimated $99K sold.

Wealthspire Advisors (Maryland) first reported a position in KBWB in Q4 2017 and held it in 4 quarters. The position peaked at $101K in Q1 2018. 94 funds tracked by Wall St. Rank hold KBWB as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco KBW Bank ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,827 Invesco KBW Bank ETF shares in Q4 2018, an estimated $99K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco KBW Bank ETF in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco KBW Bank ETF position peaked at $101K in Q1 2018.
  • 94 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.