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Cornerstone Financial Partners’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Cornerstone Financial Partners’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-3,227
Closed -$169K – 174
2015
Q4 		$169K Buy
+3,227
New +$175K 0.06% 141

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

Cornerstone Financial Partners's PSP Position: Q1 2016 in Review

Cornerstone Financial Partners sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2016, closing a stake of 3,227 shares — an estimated $169K sold.

Cornerstone Financial Partners first reported a position in PSP in Q4 2015 and held it in 1 quarter. The position peaked at $169K in Q4 2015. 72 funds tracked by Wall St. Rank hold PSP as of Q1 2016.

  • Cornerstone Financial Partners reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 3,227 Invesco Global Listed Private Equity ETF shares in Q1 2016, an estimated $169K.
  • Cornerstone Financial Partners first reported a position in Invesco Global Listed Private Equity ETF in Q4 2015 and held it in 1 quarter.
  • Cornerstone Financial Partners's Invesco Global Listed Private Equity ETF position peaked at $169K in Q4 2015.
  • 72 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2016.

Based on Cornerstone Financial Partners's 13F filing for Q1 2016, filed 6 May 2016.