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Private Capital Group’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Private Capital Group’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,705
Closed -$72K – 2221
2018
Q4 		$72K Buy
+1,705
New +$82.3K 0.02% 501

Other funds holding CSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Private Capital Group's CSD Position: Q1 2019 in Review

Private Capital Group sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2019, closing a stake of 1,705 shares — an estimated $72K sold.

Private Capital Group first reported a position in CSD in Q4 2018 and held it in 1 quarter. The position peaked at $72K in Q4 2018. 45 funds tracked by Wall St. Rank hold CSD as of Q1 2019.

  • Private Capital Group reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2019 after selling out during the quarter.
  • Private Capital Group sold 1,705 Invesco S&P Spin-Off ETF shares in Q1 2019, an estimated $72K.
  • Private Capital Group first reported a position in Invesco S&P Spin-Off ETF in Q4 2018 and held it in 1 quarter.
  • Private Capital Group's Invesco S&P Spin-Off ETF position peaked at $72K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2019.

Based on Private Capital Group's 13F filing for Q1 2019, filed 26 Apr 2019.