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Kalos Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Kalos Management’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,245
Closed -$775K – 218
2019
Q3 		$775K Buy
+8,245
New +$769K 0.31% 95

Other funds holding PSR

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kalos Management's PSR Position: Q4 2019 in Review

Kalos Management sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2019, closing a stake of 8,245 shares — an estimated $775K sold.

Kalos Management first reported a position in PSR in Q3 2019 and held it in 1 quarter. The position peaked at $775K in Q3 2019. 43 funds tracked by Wall St. Rank hold PSR as of Q4 2019.

  • Kalos Management reported no remaining Invesco Active US Real Estate Fund position as of Q4 2019 after selling out during the quarter.
  • Kalos Management sold 8,245 Invesco Active US Real Estate Fund shares in Q4 2019, an estimated $775K.
  • Kalos Management first reported a position in Invesco Active US Real Estate Fund in Q3 2019 and held it in 1 quarter.
  • Kalos Management's Invesco Active US Real Estate Fund position peaked at $775K in Q3 2019.
  • 43 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2019.

Based on Kalos Management's 13F filing for Q4 2019, filed 13 Feb 2020.