CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-265
Closed -$19K – 1649
2018
Q3 		$19K Buy
+265
New +$19.1K ﹤0.01% 1027

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CAPTRUST Financial Advisors's PSL Position: Q4 2018 in Review

CAPTRUST Financial Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2018, closing a stake of 265 shares — an estimated $19K sold.

CAPTRUST Financial Advisors first reported a position in PSL in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 45 funds tracked by Wall St. Rank hold PSL as of Q4 2018.

  • CAPTRUST Financial Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 265 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2018, an estimated $19K.
  • CAPTRUST Financial Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $19K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.