UCFA
PSCD icon

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

United Capital Financial Advisors’s Portfolio PSCD Stock Details PSCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-78,001
Closed -$5.14M – 1362
2018
Q2 		$5.14M Buy
+78,001
New +$4.94M 0.04% 413

Other funds holding PSCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

United Capital Financial Advisors's PSCD Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Invesco S&P SmallCap Consumer Discretionary ETF (PSCD) in Q3 2018, closing a stake of 78,001 shares — an estimated $5.14M sold.

United Capital Financial Advisors first reported a position in PSCD in Q2 2018 and held it in 1 quarter. The position peaked at $5.14M in Q2 2018. 33 funds tracked by Wall St. Rank hold PSCD as of Q3 2018.

  • United Capital Financial Advisors reported no remaining Invesco S&P SmallCap Consumer Discretionary ETF position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 78,001 Invesco S&P SmallCap Consumer Discretionary ETF shares in Q3 2018, an estimated $5.14M.
  • United Capital Financial Advisors first reported a position in Invesco S&P SmallCap Consumer Discretionary ETF in Q2 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco S&P SmallCap Consumer Discretionary ETF position peaked at $5.14M in Q2 2018.
  • 33 funds tracked by Wall St. Rank held Invesco S&P SmallCap Consumer Discretionary ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.