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United Capital Financial Advisors’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

United Capital Financial Advisors’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-159,339
Closed -$8.59M – 1270
2015
Q3 		$8.59M Buy
+159,339
New +$8.85M 0.1% 215

Other funds holding PSL

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

United Capital Financial Advisors's PSL Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2015, closing a stake of 159,339 shares — an estimated $8.59M sold.

United Capital Financial Advisors first reported a position in PSL in Q3 2015 and held it in 1 quarter. The position peaked at $8.59M in Q3 2015. 58 funds tracked by Wall St. Rank hold PSL as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 159,339 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2015, an estimated $8.59M.
  • United Capital Financial Advisors first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $8.59M in Q3 2015.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.