SFS
PSP icon

Signator Financial Services’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Signator Financial Services’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
2013
Q3 		$277K Hold
4,834
– – 0.27% 35
2013
Q2 		$264K Buy
+4,834
New +$277K 0.28% 33

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Signator Financial Services's PSP Position: Q3 2013 in Review

Signator Financial Services held its Invesco Global Listed Private Equity ETF (PSP) position steady in Q3 2013 at 4,834 shares worth $277K. The position accounts for 0.27% of the portfolio, ranked #35.

Signator Financial Services first reported a position in PSP in Q2 2013 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold PSP as of Q3 2013.

  • Signator Financial Services held 4,834 shares of Invesco Global Listed Private Equity ETF worth $277K as of Q3 2013.
  • Signator Financial Services left its Invesco Global Listed Private Equity ETF share count unchanged in Q3 2013.
  • Invesco Global Listed Private Equity ETF made up 0.27% of Signator Financial Services's portfolio in Q3 2013, its #35 holding.
  • Signator Financial Services first reported a position in Invesco Global Listed Private Equity ETF in Q2 2013 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.