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Avestar Capital’s Invesco Active US Real Estate Fund PSR Stock Holding History

Avestar Capital’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-500
Closed -$43K – 666
2019
Q2 		$43K Buy
+500
New +$44.9K 0.03% 315

Other funds holding PSR

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avestar Capital's PSR Position: Q3 2019 in Review

Avestar Capital sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2019, closing a stake of 500 shares — an estimated $43K sold.

Avestar Capital first reported a position in PSR in Q2 2019 and held it in 1 quarter. The position peaked at $43K in Q2 2019. 34 funds tracked by Wall St. Rank hold PSR as of Q3 2019.

  • Avestar Capital reported no remaining Invesco Active US Real Estate Fund position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 500 Invesco Active US Real Estate Fund shares in Q3 2019, an estimated $43K.
  • Avestar Capital first reported a position in Invesco Active US Real Estate Fund in Q2 2019 and held it in 1 quarter.
  • Avestar Capital's Invesco Active US Real Estate Fund position peaked at $43K in Q2 2019.
  • 34 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.