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Benjamin F. Edwards & Company’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Benjamin F. Edwards & Company’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-148
Closed -$8K – 1767
2018
Q4 		$8K Sell
148
-45
-23% -$2.82K ﹤0.01% 1348
2018
Q3 		$14K Hold
193
– – ﹤0.01% 1194
2018
Q2 		$13K Buy
+193
New +$12.8K ﹤0.01% 1209

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Benjamin F. Edwards & Company's PSCI Position: Q1 2019 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2019, closing a stake of 148 shares — an estimated $8K sold.

Benjamin F. Edwards & Company first reported a position in PSCI in Q2 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 36 funds tracked by Wall St. Rank hold PSCI as of Q1 2019.

  • Benjamin F. Edwards & Company reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 148 Invesco S&P SmallCap Industrials ETF shares in Q1 2019, an estimated $8K.
  • Benjamin F. Edwards & Company first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Invesco S&P SmallCap Industrials ETF position peaked at $14K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2019, filed 15 May 2019.