PCG
MSP

Private Capital Group’s Madison Strategic Sector MSP Stock Holding History

Private Capital Group’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-158
Closed -$2K – 2330
2018
Q1 		$2K Buy
+158
New +$1.84K ﹤0.01% 1899

Other funds holding MSP

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Private Capital Group's MSP Position: Q2 2018 in Review

Private Capital Group sold out of Madison Strategic Sector (MSP) in Q2 2018, closing a stake of 158 shares — an estimated $2K sold.

Private Capital Group first reported a position in MSP in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 15 funds tracked by Wall St. Rank hold MSP as of Q2 2018.

  • Private Capital Group reported no remaining Madison Strategic Sector position as of Q2 2018 after selling out during the quarter.
  • Private Capital Group sold 158 Madison Strategic Sector shares in Q2 2018, an estimated $2K.
  • Private Capital Group first reported a position in Madison Strategic Sector in Q1 2018 and held it in 1 quarter.
  • Private Capital Group's Madison Strategic Sector position peaked at $2K in Q1 2018.
  • 15 funds tracked by Wall St. Rank held Madison Strategic Sector as of Q2 2018.

Based on Private Capital Group's 13F filing for Q2 2018, filed 9 Aug 2018.