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Whitney & Co’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Whitney & Co’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-712
Closed -$41K – 358
2018
Q3 		$41K Buy
+712
New +$41.8K 0.01% 195

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitney & Co's PPA Position: Q4 2018 in Review

Whitney & Co sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2018, closing a stake of 712 shares — an estimated $41K sold.

Whitney & Co first reported a position in PPA in Q3 2018 and held it in 1 quarter. The position peaked at $41K in Q3 2018. 120 funds tracked by Wall St. Rank hold PPA as of Q4 2018.

  • Whitney & Co reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 712 Invesco Aerospace & Defense ETF shares in Q4 2018, an estimated $41K.
  • Whitney & Co first reported a position in Invesco Aerospace & Defense ETF in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's Invesco Aerospace & Defense ETF position peaked at $41K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.