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Stonehage Fleming Financial Services’s Invesco Semiconductors ETF PSI Stock Holding History

Stonehage Fleming Financial Services’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-750
Closed -$12K – 251
2017
Q2 		$12K Buy
+750
New +$10.8K ﹤0.01% 237

Other funds holding PSI

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonehage Fleming Financial Services's PSI Position: Q3 2017 in Review

Stonehage Fleming Financial Services sold out of Invesco Semiconductors ETF (PSI) in Q3 2017, closing a stake of 750 shares — an estimated $12K sold.

Stonehage Fleming Financial Services first reported a position in PSI in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 40 funds tracked by Wall St. Rank hold PSI as of Q3 2017.

  • Stonehage Fleming Financial Services reported no remaining Invesco Semiconductors ETF position as of Q3 2017 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 750 Invesco Semiconductors ETF shares in Q3 2017, an estimated $12K.
  • Stonehage Fleming Financial Services first reported a position in Invesco Semiconductors ETF in Q2 2017 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Invesco Semiconductors ETF position peaked at $12K in Q2 2017.
  • 40 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q3 2017, filed 11 Oct 2019.