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Wealthspire Advisors (New York)’s Invesco Active US Real Estate Fund PSR Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-300
Closed -$23K – 614
2018
Q4 		$23K Buy
+300
New +$24K ﹤0.01% 314

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RJFSA
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AG
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Wealthspire Advisors (New York)'s PSR Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2019, closing a stake of 300 shares — an estimated $23K sold.

Wealthspire Advisors (New York) first reported a position in PSR in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 23 funds tracked by Wall St. Rank hold PSR as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Invesco Active US Real Estate Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 300 Invesco Active US Real Estate Fund shares in Q1 2019, an estimated $23K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Active US Real Estate Fund in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Active US Real Estate Fund position peaked at $23K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.