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DeGreen Capital Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

DeGreen Capital Management’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
Q2 		– Sell
-57,484
Closed -$2.96M – 16
2016
Q1 		$2.96M Buy
+57,484
New +$2.78M 2.57% 13

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
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
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
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DeGreen Capital Management's PSP Position: Q2 2016 in Review

DeGreen Capital Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2016, closing a stake of 57,484 shares — an estimated $2.96M sold.

DeGreen Capital Management first reported a position in PSP in Q1 2016 and held it in 1 quarter. The position peaked at $2.96M in Q1 2016. 68 funds tracked by Wall St. Rank hold PSP as of Q2 2016.

  • DeGreen Capital Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2016 after selling out during the quarter.
  • DeGreen Capital Management sold 57,484 Invesco Global Listed Private Equity ETF shares in Q2 2016, an estimated $2.96M.
  • DeGreen Capital Management first reported a position in Invesco Global Listed Private Equity ETF in Q1 2016 and held it in 1 quarter.
  • DeGreen Capital Management's Invesco Global Listed Private Equity ETF position peaked at $2.96M in Q1 2016.
  • 68 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2016.

Based on DeGreen Capital Management's 13F filing for Q2 2016, filed 13 Apr 2018.