KMS Financial Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

KMS Financial Services’s Portfolio PSP Stock Details PSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$141K	Buy	+2,552	New	+$151K	0.02%	504

Other funds holding PSP

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KMS Financial Services's PSP Position: Q3 2014 in Review

KMS Financial Services opened a new position in Invesco Global Listed Private Equity ETF (PSP) in Q3 2014: 2,552 shares worth $141K. The stake represents 0.02% of the portfolio and ranks #504 among its holdings.

82 funds tracked by Wall St. Rank hold PSP as of Q3 2014.

KMS Financial Services held 2,552 shares of Invesco Global Listed Private Equity ETF worth $141K as of Q3 2014.
Invesco Global Listed Private Equity ETF was a new KMS Financial Services position in Q3 2014.
Invesco Global Listed Private Equity ETF made up 0.02% of KMS Financial Services's portfolio in Q3 2014, its #504 holding.
82 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.