Marino Stram & Associates’s Invesco Active US Real Estate Fund PSR Stock Holding History

Marino Stram & Associates’s Portfolio PSR Stock Details PSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-266	Closed	-$24K	–	442
2019 Q1	$24K	Hold	266	–	–	0.02%	225
2018 Q4	$20K	Buy	266 +1	+0.4%	+$80	0.02%	214
2018 Q3	$22K	Hold	265	–	–	0.02%	234
2018 Q2	$22K	Hold	265	–	–	0.02%	237
2018 Q1	$20K	Hold	265	–	–	0.02%	251
2017 Q4	$22K	Buy	+265	New	+$21.6K	0.02%	246

Other funds holding PSR

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marino Stram & Associates's PSR Position: Q2 2019 in Review

Marino Stram & Associates sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2019, closing a stake of 266 shares — an estimated $24K sold.

Marino Stram & Associates first reported a position in PSR in Q4 2017 and held it in 6 quarters. The position peaked at $24K in Q1 2019. 24 funds tracked by Wall St. Rank hold PSR as of Q2 2019.

Marino Stram & Associates reported no remaining Invesco Active US Real Estate Fund position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 266 Invesco Active US Real Estate Fund shares in Q2 2019, an estimated $24K.
Marino Stram & Associates first reported a position in Invesco Active US Real Estate Fund in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's Invesco Active US Real Estate Fund position peaked at $24K in Q1 2019.
24 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.