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Brandywine Oak Private Wealth’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-81
Closed -$3K – 518
2018
Q4 		$3K Buy
+81
New +$5.08K ﹤0.01% 620

Other funds holding PSCE

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brandywine Oak Private Wealth's PSCE Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2019, closing a stake of 81 shares — an estimated $3K sold.

Brandywine Oak Private Wealth first reported a position in PSCE in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 26 funds tracked by Wall St. Rank hold PSCE as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 81 Invesco S&P SmallCap Energy ETF shares in Q1 2019, an estimated $3K.
  • Brandywine Oak Private Wealth first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco S&P SmallCap Energy ETF position peaked at $3K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.