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Pinnacle Associates’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

Pinnacle Associates’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,905
Closed -$287K – 703
2018
Q3 		$287K Buy
3,905
+575
+17% +$41.8K 0.01% 612
2018
Q2 		$225K Buy
+3,330
New +$222K ﹤0.01% 647

Other funds holding PSCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Associates's PSCI Position: Q4 2018 in Review

Pinnacle Associates sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q4 2018, closing a stake of 3,905 shares — an estimated $287K sold.

Pinnacle Associates first reported a position in PSCI in Q2 2018 and held it in 2 quarters. The position peaked at $287K in Q3 2018. 36 funds tracked by Wall St. Rank hold PSCI as of Q4 2018.

  • Pinnacle Associates reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q4 2018 after selling out during the quarter.
  • Pinnacle Associates sold 3,905 Invesco S&P SmallCap Industrials ETF shares in Q4 2018, an estimated $287K.
  • Pinnacle Associates first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and held it in 2 quarters.
  • Pinnacle Associates's Invesco S&P SmallCap Industrials ETF position peaked at $287K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q4 2018.

Based on Pinnacle Associates's 13F filing for Q4 2018, filed 5 Feb 2019.