CW
PSAU

Cobiz Wealth’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History

Cobiz Wealth’s Portfolio PSAU Stock Details PSAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-350
Closed -$7K – 417
2013
Q2 		$7K Buy
+350
New +$8.33K ﹤0.01% 311

Other funds holding PSAU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Cobiz Wealth's PSAU Position: Q3 2013 in Review

Cobiz Wealth sold out of Invesco Global Gold and Precious Metals ETF (PSAU) in Q3 2013, closing a stake of 350 shares — an estimated $7K sold.

Cobiz Wealth first reported a position in PSAU in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 21 funds tracked by Wall St. Rank hold PSAU as of Q3 2013.

  • Cobiz Wealth reported no remaining Invesco Global Gold and Precious Metals ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 350 Invesco Global Gold and Precious Metals ETF shares in Q3 2013, an estimated $7K.
  • Cobiz Wealth first reported a position in Invesco Global Gold and Precious Metals ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Invesco Global Gold and Precious Metals ETF position peaked at $7K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Invesco Global Gold and Precious Metals ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.