WA
KBWP icon

WFG Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

WFG Advisors’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
2013
Q4 		– Sell
-15,240
Closed -$556K – 2268
2013
Q3 		$556K Buy
15,240
+1,430
+10% +$51.3K 0.09% 263
2013
Q2 		$484K Buy
+13,810
New +$486K 0.08% 270

Other funds holding KBWP

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFS
KMS Financial Services Seattle, Washington $713M AUM 14.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's KBWP Position: Q4 2013 in Review

WFG Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2013, closing a stake of 15,240 shares — an estimated $556K sold.

WFG Advisors first reported a position in KBWP in Q2 2013 and held it in 2 quarters. The position peaked at $556K in Q3 2013. 13 funds tracked by Wall St. Rank hold KBWP as of Q4 2013.

  • WFG Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 15,240 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2013, an estimated $556K.
  • WFG Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $556K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.