United Capital Financial Advisors’s Invesco S&P SmallCap Consumer Staples ETF PSCC Stock Holding History

United Capital Financial Advisors’s Portfolio PSCC Stock Details PSCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-148,956	Closed	-$3.43M	–	1392
2018 Q4	$3.43M	Sell	148,956 -205,719	-58%	-$5.35M	0.03%	445
2018 Q3	$9.88M	Buy	354,675 +289,659	+446%	+$8.07M	0.07%	301
2018 Q2	$1.73M	Buy	+65,016	New	+$1.6M	0.01%	626

Other funds holding PSCC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Capital Financial Advisors's PSCC Position: Q1 2019 in Review

United Capital Financial Advisors sold out of Invesco S&P SmallCap Consumer Staples ETF (PSCC) in Q1 2019, closing a stake of 148,956 shares — an estimated $3.43M sold.

United Capital Financial Advisors first reported a position in PSCC in Q2 2018 and held it in 3 quarters. The position peaked at $9.88M in Q3 2018. 36 funds tracked by Wall St. Rank hold PSCC as of Q1 2019.

United Capital Financial Advisors reported no remaining Invesco S&P SmallCap Consumer Staples ETF position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 148,956 Invesco S&P SmallCap Consumer Staples ETF shares in Q1 2019, an estimated $3.43M.
United Capital Financial Advisors first reported a position in Invesco S&P SmallCap Consumer Staples ETF in Q2 2018 and held it in 3 quarters.
United Capital Financial Advisors's Invesco S&P SmallCap Consumer Staples ETF position peaked at $9.88M in Q3 2018.
36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Staples ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.