RFM
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Royal Fund Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Royal Fund Management’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-52
Closed -$4K – 696
2019
Q4 		$4K Buy
+52
New +$4.96K ﹤0.01% 503

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UWM
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Osaic Holdings
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Royal Fund Management's PSR Position: Q1 2020 in Review

Royal Fund Management sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2020, closing a stake of 52 shares — an estimated $4K sold.

Royal Fund Management first reported a position in PSR in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 46 funds tracked by Wall St. Rank hold PSR as of Q1 2020.

  • Royal Fund Management reported no remaining Invesco Active US Real Estate Fund position as of Q1 2020 after selling out during the quarter.
  • Royal Fund Management sold 52 Invesco Active US Real Estate Fund shares in Q1 2020, an estimated $4K.
  • Royal Fund Management first reported a position in Invesco Active US Real Estate Fund in Q4 2019 and held it in 1 quarter.
  • Royal Fund Management's Invesco Active US Real Estate Fund position peaked at $4K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2020.

Based on Royal Fund Management's 13F filing for Q1 2020, filed 8 May 2020.