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Investment Partners’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Investment Partners’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
Q4 		– Sell
-6,153
Closed -$347K – 157
2016
Q3 		$347K Buy
6,153
+356
+6% +$20.6K 0.2% 120
2016
Q2 		$339K Buy
+5,797
New +$328K 0.34% 78
2015
Q2 		– Sell
-1,838
Closed -$99K – 129
2015
Q1 		$99K Buy
+1,838
New +$96.4K 0.11% 106

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Investment Partners's PSL Position: Q4 2016 in Review

Investment Partners sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2016, closing a stake of 6,153 shares — an estimated $347K sold.

Investment Partners first reported a position in PSL in Q1 2015 and held it in 3 quarters. The position peaked at $347K in Q3 2016. 41 funds tracked by Wall St. Rank hold PSL as of Q4 2016.

  • Investment Partners reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2016 after selling out during the quarter.
  • Investment Partners sold 6,153 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2016, an estimated $347K.
  • Investment Partners first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2015 and held it in 3 quarters.
  • Investment Partners's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $347K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2016.

Based on Investment Partners's 13F filing for Q4 2016, filed 8 Feb 2017.