Johnson Financial Group Inc (Wisconsin)’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2015 Q4	–	Sell	-1	Closed	–	–	807
2015 Q3	$0	Hold	1	–	–	﹤0.01%	843
2015 Q2	$0	Sell	1 -1	-50%	-$53	﹤0.01%	914
2015 Q1	$0	Sell	2 -318	-99%	-$16.7K	﹤0.01%	856
2014 Q4	$16K	Buy	+320	New	+$15.7K	﹤0.01%	605

Other funds holding PSL

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SMG

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PSL Position: Q4 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2015, closing a stake of 1 share.

Johnson Financial Group Inc (Wisconsin) first reported a position in PSL in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q4 2014. 58 funds tracked by Wall St. Rank hold PSL as of Q4 2015.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2015 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1 Invesco Dorsey Wright Consumer Staples Momentum ETF share in Q4 2015.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2014 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $16K in Q4 2014.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2015, filed 8 Feb 2016.