HL Financial Services
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HL Financial Services’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

HL Financial Services’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-3,794
Closed -$222K – 669
2016
Q2 		$222K Sell
3,794
-1,141
-23% -$64.6K 0.01% 604
2016
Q1 		$281K Sell
4,935
-45
-0.9% -$2.48K 0.01% 538
2015
Q4 		$283K Buy
+4,980
New +$282K 0.01% 549

Other funds holding PSL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HL Financial Services's PSL Position: Q3 2016 in Review

HL Financial Services sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q3 2016, closing a stake of 3,794 shares — an estimated $222K sold.

HL Financial Services first reported a position in PSL in Q4 2015 and held it in 3 quarters. The position peaked at $283K in Q4 2015. 50 funds tracked by Wall St. Rank hold PSL as of Q3 2016.

  • HL Financial Services reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q3 2016 after selling out during the quarter.
  • HL Financial Services sold 3,794 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q3 2016, an estimated $222K.
  • HL Financial Services first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2015 and held it in 3 quarters.
  • HL Financial Services's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $283K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q3 2016.

Based on HL Financial Services's 13F filing for Q3 2016, filed 25 Oct 2016.