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CapWealth Advisors’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

CapWealth Advisors’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-67
Closed -$2K – 231
2014
Q3 		$2K Buy
+67
New +$2.38K ﹤0.01% 343

Other funds holding PSCU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CapWealth Advisors's PSCU Position: Q4 2014 in Review

CapWealth Advisors sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q4 2014, closing a stake of 67 shares — an estimated $2K sold.

CapWealth Advisors first reported a position in PSCU in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 17 funds tracked by Wall St. Rank hold PSCU as of Q4 2014.

  • CapWealth Advisors reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 67 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2014, an estimated $2K.
  • CapWealth Advisors first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q3 2014 and held it in 1 quarter.
  • CapWealth Advisors's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $2K in Q3 2014.
  • 17 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.