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Legacy Private Trust’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Legacy Private Trust’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
2018
Q1 		– Sell
-3,325
Closed -$207K – 241
2017
Q4 		$207K Sell
3,325
-13,594
-80% -$857K 0.02% 227
2017
Q3 		$1.07M Buy
+16,919
New +$1.07M 0.13% 124

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Legacy Private Trust's PSP Position: Q1 2018 in Review

Legacy Private Trust sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2018, closing a stake of 3,325 shares — an estimated $207K sold.

Legacy Private Trust first reported a position in PSP in Q3 2017 and held it in 2 quarters. The position peaked at $1.07M in Q3 2017. 73 funds tracked by Wall St. Rank hold PSP as of Q1 2018.

  • Legacy Private Trust reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Private Trust sold 3,325 Invesco Global Listed Private Equity ETF shares in Q1 2018, an estimated $207K.
  • Legacy Private Trust first reported a position in Invesco Global Listed Private Equity ETF in Q3 2017 and held it in 2 quarters.
  • Legacy Private Trust's Invesco Global Listed Private Equity ETF position peaked at $1.07M in Q3 2017.
  • 73 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2018.

Based on Legacy Private Trust's 13F filing for Q1 2018, filed 13 Apr 2018.