Lee Financial’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Lee Financial’s Portfolio PSCE Stock Details PSCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7	Closed	–	–	820
2018 Q1	$0	Hold	7	–	–	﹤0.01%	769
2017 Q4	$1K	Buy	+7	New	+$507	﹤0.01%	461

Other funds holding PSCE

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Financial's PSCE Position: Q2 2018 in Review

Lee Financial sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q2 2018, closing a stake of 7 shares.

Lee Financial first reported a position in PSCE in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 26 funds tracked by Wall St. Rank hold PSCE as of Q2 2018.

Lee Financial reported no remaining Invesco S&P SmallCap Energy ETF position as of Q2 2018 after selling out during the quarter.
Lee Financial sold 7 Invesco S&P SmallCap Energy ETF shares in Q2 2018.
Lee Financial first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2017 and held it in 2 quarters.
Lee Financial's Invesco S&P SmallCap Energy ETF position peaked at $1K in Q4 2017.
26 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.