EWM
PSV

Edge Wealth Management’s Hermitage Offshore Services Ltd. PSV Stock Holding History

Edge Wealth Management’s Portfolio PSV Stock Details PSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-20
Closed -$1K – 568
2017
Q2 		$1K Hold
20
– – ﹤0.01% 515
2017
Q1 		$1K Hold
20
– – ﹤0.01% 498
2016
Q4 		$1K Hold
20
– – ﹤0.01% 473
2016
Q3 		$1K Hold
20
– – ﹤0.01% 469
2016
Q2 		$1K Hold
20
– – ﹤0.01% 450
2016
Q1 		$1K Hold
20
– – ﹤0.01% 437
2015
Q4 		$1K Hold
20
– – ﹤0.01% 450
2015
Q3 		$1K Hold
20
– – ﹤0.01% 452
2015
Q2 		$2K Hold
20
– – ﹤0.01% 395
2015
Q1 		$2K Buy
+20
New +$2.05K ﹤0.01% 389
2014
Q4 		– Sell
-3,000
Closed -$525K – 441
2014
Q3 		$525K Buy
3,000
+300
+11% +$57K 0.2% 61
2014
Q2 		$513K Buy
+2,700
New +$473K 0.21% 63

Other funds holding PSV

DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $1.89B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edge Wealth Management's PSV Position: Q3 2017 in Review

Edge Wealth Management sold out of Hermitage Offshore Services Ltd. (PSV) in Q3 2017, closing a stake of 20 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in PSV in Q2 2014 and held it in 12 quarters. The position peaked at $525K in Q3 2014. 75 funds tracked by Wall St. Rank hold PSV as of Q3 2017.

  • Edge Wealth Management reported no remaining Hermitage Offshore Services Ltd. position as of Q3 2017 after selling out during the quarter.
  • Edge Wealth Management sold 20 Hermitage Offshore Services Ltd. shares in Q3 2017, an estimated $1K.
  • Edge Wealth Management first reported a position in Hermitage Offshore Services Ltd. in Q2 2014 and held it in 12 quarters.
  • Edge Wealth Management's Hermitage Offshore Services Ltd. position peaked at $525K in Q3 2014.
  • 75 funds tracked by Wall St. Rank held Hermitage Offshore Services Ltd. as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.