United Capital Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

United Capital Financial Advisors’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
2018 Q1	–	Sell	-126,393	Closed	-$2.13M	–	1350
2017 Q4	$2.13M	Sell	126,393 -7,797	-6%	-$135K	0.02%	574
2017 Q3	$2.21M	Sell	134,190 -93,522	-41%	-$1.41M	0.02%	548
2017 Q2	$3.17M	Sell	227,712 -31,353	-12%	-$452K	0.03%	467
2017 Q1	$3.61M	Sell	259,065 -12,576	-5%	-$164K	0.03%	435
2016 Q4	$3.27M	Sell	271,641 -73,488	-21%	-$834K	0.03%	460
2016 Q3	$3.77M	Buy	+345,129	New	+$3.48M	0.04%	441
2015 Q3	–	Sell	-22,668	Closed	-$203K	–	1300
2015 Q2	$203K	Buy	+22,668	New	+$208K	﹤0.01%	1186

Other funds holding PSI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return

United Capital Financial Advisors's PSI Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Invesco Semiconductors ETF (PSI) in Q1 2018, closing a stake of 126,393 shares — an estimated $2.13M sold.

United Capital Financial Advisors first reported a position in PSI in Q2 2015 and held it in 7 quarters. The position peaked at $3.77M in Q3 2016. 70 funds tracked by Wall St. Rank hold PSI as of Q1 2018.

United Capital Financial Advisors reported no remaining Invesco Semiconductors ETF position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 126,393 Invesco Semiconductors ETF shares in Q1 2018, an estimated $2.13M.
United Capital Financial Advisors first reported a position in Invesco Semiconductors ETF in Q2 2015 and held it in 7 quarters.
United Capital Financial Advisors's Invesco Semiconductors ETF position peaked at $3.77M in Q3 2016.
70 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.