Winslow Evans & Crocker’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Winslow Evans & Crocker’s Portfolio POWA Stock Details POWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-300	Closed	-$11.4K	–	1425
2014 Q2	$11.4K	Hold	300	–	–	﹤0.01%	818
2014 Q1	$10.5K	Hold	300	–	–	﹤0.01%	829
2013 Q4	$10K	Buy	+300	New	+$10.3K	﹤0.01%	912

Other funds holding POWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Winslow Evans & Crocker's POWA Position: Q3 2014 in Review

Winslow Evans & Crocker sold out of Invesco Bloomberg Pricing Power ETF (POWA) in Q3 2014, closing a stake of 300 shares — an estimated $11.4K sold.

Winslow Evans & Crocker first reported a position in POWA in Q4 2013 and held it in 3 quarters. The position peaked at $11.4K in Q2 2014. 35 funds tracked by Wall St. Rank hold POWA as of Q3 2014.

Winslow Evans & Crocker reported no remaining Invesco Bloomberg Pricing Power ETF position as of Q3 2014 after selling out during the quarter.
Winslow Evans & Crocker sold 300 Invesco Bloomberg Pricing Power ETF shares in Q3 2014, an estimated $11.4K.
Winslow Evans & Crocker first reported a position in Invesco Bloomberg Pricing Power ETF in Q4 2013 and held it in 3 quarters.
Winslow Evans & Crocker's Invesco Bloomberg Pricing Power ETF position peaked at $11.4K in Q2 2014.
35 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q3 2014.

Based on Winslow Evans & Crocker's 13F filing for Q3 2014, filed 21 Oct 2014.