Cypress Capital Management (Wyoming)’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio PEJ Stock Details PEJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-272	Closed	-$12K	–	325
2017 Q4	$12K	Buy	+272	New	+$11.6K	0.01%	244

Other funds holding PEJ

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s PEJ Position: Q1 2018 in Review

Cypress Capital Management (Wyoming) sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2018, closing a stake of 272 shares — an estimated $12K sold.

Cypress Capital Management (Wyoming) first reported a position in PEJ in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 35 funds tracked by Wall St. Rank hold PEJ as of Q1 2018.

Cypress Capital Management (Wyoming) reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2018 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 272 Invesco Leisure and Entertainment ETF shares in Q1 2018, an estimated $12K.
Cypress Capital Management (Wyoming) first reported a position in Invesco Leisure and Entertainment ETF in Q4 2017 and held it in 1 quarter.
Cypress Capital Management (Wyoming)'s Invesco Leisure and Entertainment ETF position peaked at $12K in Q4 2017.
35 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2018.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2018, filed 3 May 2018.