NSIM
PSI icon

North Star Investment Management’s Invesco Semiconductors ETF PSI Stock Holding History

North Star Investment Management’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-750
Closed -$13K – 1087
2018
Q3 		$13K Hold
750
– – ﹤0.01% 797
2018
Q2 		$13K Hold
750
– – ﹤0.01% 806
2018
Q1 		$13K Hold
750
– – ﹤0.01% 805
2017
Q4 		$13K Buy
+750
New +$13K ﹤0.01% 791

Other funds holding PSI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFA
Brendel Financial Advisors Hanover, New Hampshire $202M AUM 37.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

North Star Investment Management's PSI Position: Q4 2018 in Review

North Star Investment Management sold out of Invesco Semiconductors ETF (PSI) in Q4 2018, closing a stake of 750 shares — an estimated $13K sold.

North Star Investment Management first reported a position in PSI in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 45 funds tracked by Wall St. Rank hold PSI as of Q4 2018.

  • North Star Investment Management reported no remaining Invesco Semiconductors ETF position as of Q4 2018 after selling out during the quarter.
  • North Star Investment Management sold 750 Invesco Semiconductors ETF shares in Q4 2018, an estimated $13K.
  • North Star Investment Management first reported a position in Invesco Semiconductors ETF in Q4 2017 and held it in 4 quarters.
  • North Star Investment Management's Invesco Semiconductors ETF position peaked at $13K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2018.

Based on North Star Investment Management's 13F filing for Q4 2018, filed 7 Jan 2019.