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Allegis Investment Advisors’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Allegis Investment Advisors’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-84
Closed -$3K – 745
2015
Q4 		$3K Buy
+84
New +$3.42K ﹤0.01% 946

Other funds holding PSCU

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allegis Investment Advisors's PSCU Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q1 2016, closing a stake of 84 shares — an estimated $3K sold.

Allegis Investment Advisors first reported a position in PSCU in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 33 funds tracked by Wall St. Rank hold PSCU as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 84 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q1 2016, an estimated $3K.
  • Allegis Investment Advisors first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $3K in Q4 2015.
  • 33 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.