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Stephens Inc’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Stephens Inc’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
Q1 		– Sell
-2,239
Closed -$139K – 710
2017
Q4 		$139K Buy
+2,239
New +$141K 0.01% 666

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Stephens Inc's PSP Position: Q1 2018 in Review

Stephens Inc sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2018, closing a stake of 2,239 shares — an estimated $139K sold.

Stephens Inc first reported a position in PSP in Q4 2017 and held it in 1 quarter. The position peaked at $139K in Q4 2017. 73 funds tracked by Wall St. Rank hold PSP as of Q1 2018.

  • Stephens Inc reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2018 after selling out during the quarter.
  • Stephens Inc sold 2,239 Invesco Global Listed Private Equity ETF shares in Q1 2018, an estimated $139K.
  • Stephens Inc first reported a position in Invesco Global Listed Private Equity ETF in Q4 2017 and held it in 1 quarter.
  • Stephens Inc's Invesco Global Listed Private Equity ETF position peaked at $139K in Q4 2017.
  • 73 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2018.

Based on Stephens Inc's 13F filing for Q1 2018, filed 3 May 2018.