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Raab & Moskowitz Asset Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$6K – 415
2018
Q3 		$6K Buy
+100
New +$6.23K ﹤0.01% 447

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raab & Moskowitz Asset Management's PSP Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of Invesco Global Listed Private Equity ETF (PSP) in Q4 2018, closing a stake of 100 shares — an estimated $6K sold.

Raab & Moskowitz Asset Management first reported a position in PSP in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 78 funds tracked by Wall St. Rank hold PSP as of Q4 2018.

  • Raab & Moskowitz Asset Management reported no remaining Invesco Global Listed Private Equity ETF position as of Q4 2018 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 100 Invesco Global Listed Private Equity ETF shares in Q4 2018, an estimated $6K.
  • Raab & Moskowitz Asset Management first reported a position in Invesco Global Listed Private Equity ETF in Q3 2018 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Invesco Global Listed Private Equity ETF position peaked at $6K in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.