Oxford Financial Group’s Invesco Semiconductors ETF PSI Stock Holding History

Oxford Financial Group’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 Q3	–	Sell	-17,484	Closed	-$304K	–	35
2018 Q2	$304K	Buy	+17,484	New	+$311K	0.16%	34

Other funds holding PSI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Oxford Financial Group's PSI Position: Q3 2018 in Review

Oxford Financial Group sold out of Invesco Semiconductors ETF (PSI) in Q3 2018, closing a stake of 17,484 shares — an estimated $304K sold.

Oxford Financial Group first reported a position in PSI in Q2 2018 and held it in 1 quarter. The position peaked at $304K in Q2 2018. 63 funds tracked by Wall St. Rank hold PSI as of Q3 2018.

Oxford Financial Group reported no remaining Invesco Semiconductors ETF position as of Q3 2018 after selling out during the quarter.
Oxford Financial Group sold 17,484 Invesco Semiconductors ETF shares in Q3 2018, an estimated $304K.
Oxford Financial Group first reported a position in Invesco Semiconductors ETF in Q2 2018 and held it in 1 quarter.
Oxford Financial Group's Invesco Semiconductors ETF position peaked at $304K in Q2 2018.
63 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2018.

Based on Oxford Financial Group's 13F filing for Q3 2018, filed 26 Oct 2018.