West Oak Capital’s Invesco BuyBack Achievers ETF PKW Stock Holding History

West Oak Capital’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	-250	Closed	-$11.9K	–	369
2016 Q3	$11.9K	Hold	250	–	–	0.01%	283
2016 Q2	$11.3K	Buy	+250	New	+$11.4K	0.01%	259

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 $16B AUM 29.1% 1-Year Est. Return

West Oak Capital's PKW Position: Q4 2016 in Review

West Oak Capital sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2016, closing a stake of 250 shares — an estimated $11.9K sold.

West Oak Capital first reported a position in PKW in Q2 2016 and held it in 2 quarters. The position peaked at $11.9K in Q3 2016. 129 funds tracked by Wall St. Rank hold PKW as of Q4 2016.

West Oak Capital reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2016 after selling out during the quarter.
West Oak Capital sold 250 Invesco BuyBack Achievers ETF shares in Q4 2016, an estimated $11.9K.
West Oak Capital first reported a position in Invesco BuyBack Achievers ETF in Q2 2016 and held it in 2 quarters.
West Oak Capital's Invesco BuyBack Achievers ETF position peaked at $11.9K in Q3 2016.
129 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2016.

Based on West Oak Capital's 13F filing for Q4 2016, filed 4 Jan 2017.