LFG
PSAU

LifePlan Financial Group’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History

LifePlan Financial Group’s Portfolio PSAU Stock Details PSAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-205
Closed -$4K – 275
2014
Q1 		$4K Hold
205
– – ﹤0.01% 219
2013
Q4 		$4K Hold
205
– – ﹤0.01% 207
2013
Q3 		$4K Hold
205
– – ﹤0.01% 184
2013
Q2 		$4K Buy
+205
New +$4.88K ﹤0.01% 161

Other funds holding PSAU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BPBT
Boston Private Bank & Trust Boston, Massachusetts $2.17B AUM 12.34% 1-Year Est. Return

LifePlan Financial Group's PSAU Position: Q2 2014 in Review

LifePlan Financial Group sold out of Invesco Global Gold and Precious Metals ETF (PSAU) in Q2 2014, closing a stake of 205 shares — an estimated $4K sold.

LifePlan Financial Group first reported a position in PSAU in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q1 2014. 18 funds tracked by Wall St. Rank hold PSAU as of Q2 2014.

  • LifePlan Financial Group reported no remaining Invesco Global Gold and Precious Metals ETF position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 205 Invesco Global Gold and Precious Metals ETF shares in Q2 2014, an estimated $4K.
  • LifePlan Financial Group first reported a position in Invesco Global Gold and Precious Metals ETF in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's Invesco Global Gold and Precious Metals ETF position peaked at $4K in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Invesco Global Gold and Precious Metals ETF as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.