Winch Advisory Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Winch Advisory Services’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
2016 Q4	–	Sell	-125	Closed	-$5K	–	288
2016 Q3	$5K	Buy	125 +1	+0.8%	+$39	﹤0.01%	193
2016 Q2	$5K	Hold	124	–	–	0.01%	184
2016 Q1	$4K	Buy	124 +1	+0.8%	+$34	0.01%	167
2015 Q4	$4K	Buy	+123	New	+$4.35K	﹤0.01%	185

Other funds holding PPA

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HBWM

Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winch Advisory Services's PPA Position: Q4 2016 in Review

Winch Advisory Services sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2016, closing a stake of 125 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in PPA in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 63 funds tracked by Wall St. Rank hold PPA as of Q4 2016.

Winch Advisory Services reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2016 after selling out during the quarter.
Winch Advisory Services sold 125 Invesco Aerospace & Defense ETF shares in Q4 2016, an estimated $5K.
Winch Advisory Services first reported a position in Invesco Aerospace & Defense ETF in Q4 2015 and held it in 4 quarters.
Winch Advisory Services's Invesco Aerospace & Defense ETF position peaked at $5K in Q3 2016.
63 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.