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Avalon Investment & Advisory’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Avalon Investment & Advisory’s Portfolio PSCE Stock Details PSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-168,903
Closed -$6.29M – 339
2019
Q4 		$6.29M Buy
+168,903
New +$5.58M 0.13% 136

Other funds holding PSCE

OIS
Okabena Investment Services Minneapolis, Minnesota $519M AUM 23.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avalon Investment & Advisory's PSCE Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2020, closing a stake of 168,903 shares — an estimated $6.29M sold.

Avalon Investment & Advisory first reported a position in PSCE in Q4 2019 and held it in 1 quarter. The position peaked at $6.29M in Q4 2019. 13 funds tracked by Wall St. Rank hold PSCE as of Q1 2020.

  • Avalon Investment & Advisory reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 168,903 Invesco S&P SmallCap Energy ETF shares in Q1 2020, an estimated $6.29M.
  • Avalon Investment & Advisory first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2019 and held it in 1 quarter.
  • Avalon Investment & Advisory's Invesco S&P SmallCap Energy ETF position peaked at $6.29M in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.