FWM
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Focused Wealth Management’s Performance Shipping PSHG Stock Holding History

Focused Wealth Management’s Portfolio PSHG Stock Details PSHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Hold
0
– – – 714
2016
Q1 		– Hold
0
– – – 710
2015
Q4 		– Hold
0
– – – 714
2015
Q3 		– Hold
0
– – – 712
2015
Q2 		– Hold
0
– – – 694
2015
Q1 		– Hold
0
– – – 698
2014
Q4 		– Hold
0
– – – 697
2014
Q3 		– Hold
0
– – – 711
2014
Q2 		– Hold
0
– – – 688
2014
Q1 		– Hold
0
– – – 652
2013
Q4 		– Hold
0
– – – 643
2013
Q3 		– Hold
0
– – – 597

Other funds holding PSHG

1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return