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United Capital Financial Advisors’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

United Capital Financial Advisors’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-63,001
Closed -$3.1M – 1395
2018
Q4 		$3.1M Buy
63,001
+28,900
+85% +$1.58M 0.02% 462
2018
Q3 		$1.98M Buy
34,101
+700
+2% +$39K 0.01% 619
2018
Q2 		$1.81M Sell
33,401
-420
-1% -$22K 0.01% 617
2018
Q1 		$1.69M Buy
33,821
+1,838
+6% +$92.8K 0.01% 638
2017
Q4 		$1.69M Buy
31,983
+22,808
+249% +$1.25M 0.01% 640
2017
Q3 		$492K Sell
9,175
-1,572
-15% -$83.2K ﹤0.01% 962
2017
Q2 		$554K Sell
10,747
-47,916
-82% -$2.46M 0.01% 903
2017
Q1 		$2.86M Sell
58,663
-19,394
-25% -$926K 0.03% 480
2016
Q4 		$3.73M Sell
78,057
-46,890
-38% -$2.21M 0.04% 432
2016
Q3 		$5.68M Sell
124,947
-840,371
-87% -$39.6M 0.06% 359
2016
Q2 		$47.3M Sell
965,318
-9,508
-1% -$433K 0.48% 36
2016
Q1 		$43.8M Buy
974,826
+547,100
+128% +$23.2M 0.48% 34
2015
Q4 		$17.6M Buy
+427,726
New +$17.4M 0.2% 101

Other funds holding PSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

United Capital Financial Advisors sold out of Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) in Q1 2019, closing a stake of 63,001 shares — an estimated $3.1M sold.

United Capital Financial Advisors first reported a position in PSCU in Q4 2015 and held it in 13 quarters. The position peaked at $47.3M in Q2 2016. 36 funds tracked by Wall St. Rank hold PSCU as of Q1 2019.

  • United Capital Financial Advisors reported no remaining Invesco S&P SmallCap Utilities & Communication Services ETF position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 63,001 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q1 2019, an estimated $3.1M.
  • United Capital Financial Advisors first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q4 2015 and held it in 13 quarters.
  • United Capital Financial Advisors's Invesco S&P SmallCap Utilities & Communication Services ETF position peaked at $47.3M in Q2 2016.
  • 36 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q1 2019.

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