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Plante Moran Financial Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Plante Moran Financial Advisors’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
2019
Q1 		– Sell
-83
Closed -$5K – 897
2018
Q4 		$5K Buy
+83
New +$5.82K ﹤0.01% 605

Other funds holding PSL

Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's PSL Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2019, closing a stake of 83 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in PSL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 45 funds tracked by Wall St. Rank hold PSL as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 83 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2019, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $5K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.