LWA
PSP icon

Lenox Wealth Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-156
Closed -$9K – 302
2013
Q4 		$9K Buy
+156
New +$9.39K 0.01% 178

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
GI
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

Lenox Wealth Advisors's PSP Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2014, closing a stake of 156 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in PSP in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 76 funds tracked by Wall St. Rank hold PSP as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 156 Invesco Global Listed Private Equity ETF shares in Q1 2014, an estimated $9K.
  • Lenox Wealth Advisors first reported a position in Invesco Global Listed Private Equity ETF in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco Global Listed Private Equity ETF position peaked at $9K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.