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Parasol Investment Management’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Parasol Investment Management’s Portfolio PSCE Stock Details PSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-75
Closed -$11K – 291
2014
Q4 		$11K Buy
+75
New +$12.7K 0.01% 222

Other funds holding PSCE

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Ameriprise
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parasol Investment Management's PSCE Position: Q1 2015 in Review

Parasol Investment Management sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q1 2015, closing a stake of 75 shares — an estimated $11K sold.

Parasol Investment Management first reported a position in PSCE in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 20 funds tracked by Wall St. Rank hold PSCE as of Q1 2015.

  • Parasol Investment Management reported no remaining Invesco S&P SmallCap Energy ETF position as of Q1 2015 after selling out during the quarter.
  • Parasol Investment Management sold 75 Invesco S&P SmallCap Energy ETF shares in Q1 2015, an estimated $11K.
  • Parasol Investment Management first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2014 and held it in 1 quarter.
  • Parasol Investment Management's Invesco S&P SmallCap Energy ETF position peaked at $11K in Q4 2014.
  • 20 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q1 2015.

Based on Parasol Investment Management's 13F filing for Q1 2015, filed 15 May 2015.