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Crow Point Partners’s Invesco Semiconductors ETF PSI Stock Holding History

Crow Point Partners’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-18,000
Closed -$317K – 214
2018
Q1 		$317K Sell
18,000
-399
-2% -$7.11K 0.06% 81
2017
Q4 		$312K Hold
18,399
– – 0.05% 115
2017
Q3 		$300K Buy
+18,399
New +$277K 0.05% 129

Other funds holding PSI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Crow Point Partners's PSI Position: Q2 2018 in Review

Crow Point Partners sold out of Invesco Semiconductors ETF (PSI) in Q2 2018, closing a stake of 18,000 shares — an estimated $317K sold.

Crow Point Partners first reported a position in PSI in Q3 2017 and held it in 3 quarters. The position peaked at $317K in Q1 2018. 73 funds tracked by Wall St. Rank hold PSI as of Q2 2018.

  • Crow Point Partners reported no remaining Invesco Semiconductors ETF position as of Q2 2018 after selling out during the quarter.
  • Crow Point Partners sold 18,000 Invesco Semiconductors ETF shares in Q2 2018, an estimated $317K.
  • Crow Point Partners first reported a position in Invesco Semiconductors ETF in Q3 2017 and held it in 3 quarters.
  • Crow Point Partners's Invesco Semiconductors ETF position peaked at $317K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2018.

Based on Crow Point Partners's 13F filing for Q2 2018, filed 14 Aug 2018.