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New England Securities’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

New England Securities’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-500
Closed -$22K – 1807
2014
Q1 		$22K Buy
+500
New +$21.7K 0.01% 825

Other funds holding PSL

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 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 22.9% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

New England Securities's PSL Position: Q2 2014 in Review

New England Securities sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q2 2014, closing a stake of 500 shares — an estimated $22K sold.

New England Securities first reported a position in PSL in Q1 2014 and held it in 1 quarter. The position peaked at $22K in Q1 2014. 18 funds tracked by Wall St. Rank hold PSL as of Q2 2014.

  • New England Securities reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q2 2014 after selling out during the quarter.
  • New England Securities sold 500 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q2 2014, an estimated $22K.
  • New England Securities first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q1 2014 and held it in 1 quarter.
  • New England Securities's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $22K in Q1 2014.
  • 18 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q2 2014.

Based on New England Securities's 13F filing for Q2 2014, filed 4 Aug 2014.