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JFS Wealth Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

JFS Wealth Advisors’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,989
Closed -$60K – 439
2017
Q1 		$60K Hold
4,989
– – 0.02% 209
2016
Q4 		$60K Sell
4,989
-366
-7% -$4.16K 0.02% 209
2016
Q3 		$59K Buy
+5,355
New +$53.9K 0.02% 224

Other funds holding PSI

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFS Wealth Advisors's PSI Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Invesco Semiconductors ETF (PSI) in Q2 2017, closing a stake of 4,989 shares — an estimated $60K sold.

JFS Wealth Advisors first reported a position in PSI in Q3 2016 and held it in 3 quarters. The position peaked at $60K in Q1 2017. 47 funds tracked by Wall St. Rank hold PSI as of Q2 2017.

  • JFS Wealth Advisors reported no remaining Invesco Semiconductors ETF position as of Q2 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 4,989 Invesco Semiconductors ETF shares in Q2 2017, an estimated $60K.
  • JFS Wealth Advisors first reported a position in Invesco Semiconductors ETF in Q3 2016 and held it in 3 quarters.
  • JFS Wealth Advisors's Invesco Semiconductors ETF position peaked at $60K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.