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Veritable’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

Veritable’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-104
Closed -$6K – 984
2013
Q4 		$6K Buy
+104
New +$6.26K ﹤0.01% 967

Other funds holding PSP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Veritable's PSP Position: Q1 2014 in Review

Veritable sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2014, closing a stake of 104 shares — an estimated $6K sold.

Veritable first reported a position in PSP in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 76 funds tracked by Wall St. Rank hold PSP as of Q1 2014.

  • Veritable reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 104 Invesco Global Listed Private Equity ETF shares in Q1 2014, an estimated $6K.
  • Veritable first reported a position in Invesco Global Listed Private Equity ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's Invesco Global Listed Private Equity ETF position peaked at $6K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.