EFS
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Edelman Financial Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Edelman Financial Services’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
2013
Q3 		– Sell
-2,359
Closed -$129K – 21
2013
Q2 		$129K Buy
+2,359
New +$135K ﹤0.01% 21

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Edelman Financial Services's PSP Position: Q3 2013 in Review

Edelman Financial Services sold out of Invesco Global Listed Private Equity ETF (PSP) in Q3 2013, closing a stake of 2,359 shares — an estimated $129K sold.

Edelman Financial Services first reported a position in PSP in Q2 2013 and held it in 1 quarter. The position peaked at $129K in Q2 2013. 70 funds tracked by Wall St. Rank hold PSP as of Q3 2013.

  • Edelman Financial Services reported no remaining Invesco Global Listed Private Equity ETF position as of Q3 2013 after selling out during the quarter.
  • Edelman Financial Services sold 2,359 Invesco Global Listed Private Equity ETF shares in Q3 2013, an estimated $129K.
  • Edelman Financial Services first reported a position in Invesco Global Listed Private Equity ETF in Q2 2013 and held it in 1 quarter.
  • Edelman Financial Services's Invesco Global Listed Private Equity ETF position peaked at $129K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2013.

Based on Edelman Financial Services's 13F filing for Q3 2013, filed 6 Nov 2013.