WAS
KBWB icon

Winch Advisory Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Winch Advisory Services’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
2016
Q1 		– Sell
-388
Closed -$15K – 263
2015
Q4 		$15K Buy
+388
New +$14.7K 0.02% 104

Other funds holding KBWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Winch Advisory Services's KBWB Position: Q1 2016 in Review

Winch Advisory Services sold out of Invesco KBW Bank ETF (KBWB) in Q1 2016, closing a stake of 388 shares — an estimated $15K sold.

Winch Advisory Services first reported a position in KBWB in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 48 funds tracked by Wall St. Rank hold KBWB as of Q1 2016.

  • Winch Advisory Services reported no remaining Invesco KBW Bank ETF position as of Q1 2016 after selling out during the quarter.
  • Winch Advisory Services sold 388 Invesco KBW Bank ETF shares in Q1 2016, an estimated $15K.
  • Winch Advisory Services first reported a position in Invesco KBW Bank ETF in Q4 2015 and held it in 1 quarter.
  • Winch Advisory Services's Invesco KBW Bank ETF position peaked at $15K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.