EWM
PSV

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

Executive 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
2019
Q3 		– Sell
-3
Closed – – 905
2019
Q2 		$0 Hold
3
– – ﹤0.01% 958
2019
Q1 		$0 Buy
+3
New +$11 ﹤0.01% 962

Other funds holding PSV

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $989M AUM 27.02% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Executive Wealth Management's PSV Position: Q3 2019 in Review

Executive Wealth Management sold out of Hermitage Offshore Services Ltd. (PSV) in Q3 2019, closing a stake of 3 shares.

Executive Wealth Management first reported a position in PSV in Q1 2019 and held it in 2 quarters. The position peaked at $0 in Q2 2019. 31 funds tracked by Wall St. Rank hold PSV as of Q3 2019.

  • Executive Wealth Management reported no remaining Hermitage Offshore Services Ltd. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3 Hermitage Offshore Services Ltd. shares in Q3 2019.
  • Executive Wealth Management first reported a position in Hermitage Offshore Services Ltd. in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Hermitage Offshore Services Ltd. position peaked at $0 in Q2 2019.
  • 31 funds tracked by Wall St. Rank held Hermitage Offshore Services Ltd. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.