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Atria Investments’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Atria Investments’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
Q3 		– Sell
-5,334
Closed -$260K – 569
2016
Q2 		$260K Buy
+5,334
New +$243K 0.03% 386

Other funds holding PSCU

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Investments's PSCU Position: Q3 2016 in Review

Atria Investments sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q3 2016, closing a stake of 5,334 shares — an estimated $260K sold.

Atria Investments first reported a position in PSCU in Q2 2016 and held it in 1 quarter. The position peaked at $260K in Q2 2016. 31 funds tracked by Wall St. Rank hold PSCU as of Q3 2016.

  • Atria Investments reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q3 2016 after selling out during the quarter.
  • Atria Investments sold 5,334 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q3 2016, an estimated $260K.
  • Atria Investments first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q2 2016 and held it in 1 quarter.
  • Atria Investments's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $260K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q3 2016.

Based on Atria Investments's 13F filing for Q3 2016, filed 12 Oct 2016.