Financial Counselors Inc’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Financial Counselors Inc’s Portfolio POWR Stock Details POWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,163	Closed	-$127K	–	525
2020 Q1	$127K	Hold	12,163	–	–	0.01%	454
2019 Q4	$230K	Hold	12,163	–	–	0.01%	486
2019 Q3	$229K	Hold	12,163	–	–	0.01%	482
2019 Q2	$246K	Hold	12,163	–	–	0.01%	444
2019 Q1	$255K	Hold	12,163	–	–	0.01%	438
2018 Q4	$225K	Buy	12,163 +1,584	+15%	+$33.5K	0.01%	413
2018 Q3	$253K	Hold	10,579	–	–	0.01%	436
2018 Q2	$245K	Hold	10,579	–	–	0.01%	434
2018 Q1	$220K	Hold	10,579	–	–	0.01%	438
2017 Q4	$228K	Buy	+10,579	New	+$220K	0.01%	439

Other funds holding POWR

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Counselors Inc's POWR Position: Q2 2020 in Review

Financial Counselors Inc sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q2 2020, closing a stake of 12,163 shares — an estimated $127K sold.

Financial Counselors Inc first reported a position in POWR in Q4 2017 and held it in 10 quarters. The position peaked at $255K in Q1 2019. 28 funds tracked by Wall St. Rank hold POWR as of Q2 2020.

Financial Counselors Inc reported no remaining iShares U.S. Power Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
Financial Counselors Inc sold 12,163 iShares U.S. Power Infrastructure ETF shares in Q2 2020, an estimated $127K.
Financial Counselors Inc first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2017 and held it in 10 quarters.
Financial Counselors Inc's iShares U.S. Power Infrastructure ETF position peaked at $255K in Q1 2019.
28 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2020.

Based on Financial Counselors Inc's 13F filing for Q2 2020, filed 7 Aug 2020.