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United Capital Financial Advisors’s Invesco S&P SmallCap Industrials ETF PSCI Stock Holding History

United Capital Financial Advisors’s Portfolio PSCI Stock Details PSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-28,150
Closed -$1.57M – 1393
2018
Q4 		$1.57M Buy
28,150
+4,000
+17% +$251K 0.01% 614
2018
Q3 		$1.77M Buy
24,150
+1,380
+6% +$100K 0.01% 640
2018
Q2 		$1.54M Buy
+22,770
New +$1.51M 0.01% 653

Other funds holding PSCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Invesco S&P SmallCap Industrials ETF (PSCI) in Q1 2019, closing a stake of 28,150 shares — an estimated $1.57M sold.

United Capital Financial Advisors first reported a position in PSCI in Q2 2018 and held it in 3 quarters. The position peaked at $1.77M in Q3 2018. 36 funds tracked by Wall St. Rank hold PSCI as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Invesco S&P SmallCap Industrials ETF position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 28,150 Invesco S&P SmallCap Industrials ETF shares in Q1 2019, an estimated $1.57M.
  • United Capital Financial Advisors first reported a position in Invesco S&P SmallCap Industrials ETF in Q2 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Invesco S&P SmallCap Industrials ETF position peaked at $1.77M in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Industrials ETF as of Q1 2019.

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