WI
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WBI Investments’s Invesco Active US Real Estate Fund PSR Stock Holding History

WBI Investments’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,311
Closed -$330K – 286
2018
Q1 		$330K Buy
+4,311
New +$331K 0.02% 172

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Morgan Stanley
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WBI Investments's PSR Position: Q2 2018 in Review

WBI Investments sold out of Invesco Active US Real Estate Fund (PSR) in Q2 2018, closing a stake of 4,311 shares — an estimated $330K sold.

WBI Investments first reported a position in PSR in Q1 2018 and held it in 1 quarter. The position peaked at $330K in Q1 2018. 17 funds tracked by Wall St. Rank hold PSR as of Q2 2018.

  • WBI Investments reported no remaining Invesco Active US Real Estate Fund position as of Q2 2018 after selling out during the quarter.
  • WBI Investments sold 4,311 Invesco Active US Real Estate Fund shares in Q2 2018, an estimated $330K.
  • WBI Investments first reported a position in Invesco Active US Real Estate Fund in Q1 2018 and held it in 1 quarter.
  • WBI Investments's Invesco Active US Real Estate Fund position peaked at $330K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q2 2018.

Based on WBI Investments's 13F filing for Q2 2018, filed 9 Aug 2018.