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Yale University’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Yale University’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-66,700
Closed -$4.07M – 9
2018
Q3 		$4.07M Sell
66,700
-93,000
-58% -$5.55M 0.54% 6
2018
Q2 		$9.06M Buy
+159,700
New +$9.17M 2.48% 4

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Yale University's PKW Position: Q4 2018 in Review

Yale University sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2018, closing a stake of 66,700 shares — an estimated $4.07M sold.

Yale University first reported a position in PKW in Q2 2018 and held it in 2 quarters. The position peaked at $9.06M in Q2 2018. 164 funds tracked by Wall St. Rank hold PKW as of Q4 2018.

  • Yale University reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2018 after selling out during the quarter.
  • Yale University sold 66,700 Invesco BuyBack Achievers ETF shares in Q4 2018, an estimated $4.07M.
  • Yale University first reported a position in Invesco BuyBack Achievers ETF in Q2 2018 and held it in 2 quarters.
  • Yale University's Invesco BuyBack Achievers ETF position peaked at $9.06M in Q2 2018.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2018.

Based on Yale University's 13F filing for Q4 2018, filed 8 Feb 2019.