WFG Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

WFG 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
2017 Q2	$31K	Sell	2,250 -2,250	-50%	-$32.4K	0.01%	831
2017 Q1	$63K	Hold	4,500	–	–	0.02%	604
2016 Q4	$54K	Hold	4,500	–	–	0.01%	698
2016 Q3	$49K	Sell	4,500 -3,654	-45%	-$36.8K	0.01%	716
2016 Q2	$72K	Buy	8,154 +6	+0.1%	+$51	0.02%	590
2016 Q1	$70K	Hold	8,148	–	–	0.02%	572
2015 Q4	$69K	Sell	8,148 -600	-7%	-$5.1K	0.02%	566
2015 Q3	$69K	Sell	8,748 -525	-6%	-$4.3K	0.02%	550
2015 Q2	$83K	Hold	9,273	–	–	0.02%	585
2015 Q1	$83K	Buy	9,273 +528	+6%	+$4.62K	0.02%	587
2014 Q4	$74K	Buy	8,745 +24	+0.3%	+$187	0.02%	738
2014 Q3	$67K	Sell	8,721 -2,997	-26%	-$22.7K	0.01%	813
2014 Q2	$88K	Buy	11,718 +6	+0.1%	+$42	0.02%	702
2014 Q1	$81K	Hold	11,712	–	–	0.02%	718
2013 Q4	$74K	Hold	11,712	–	–	0.01%	859
2013 Q3	$68K	Buy	11,712 +3	+0%	+$17	0.01%	815
2013 Q2	$62K	Buy	+11,709	New	+$60.7K	0.01%	808

Other funds holding PSI

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

WFG Advisors's PSI Position: Q2 2017 in Review

WFG Advisors reduced its Invesco Semiconductors ETF (PSI) stake by 50% in Q2 2017, selling an estimated $32.4K and leaving 2,250 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #831.

WFG Advisors first reported a position in PSI in Q2 2013 and has held it in 17 quarters since. The position peaked at $88K in Q2 2014. 47 funds tracked by Wall St. Rank hold PSI as of Q2 2017.

WFG Advisors held 2,250 shares of Invesco Semiconductors ETF worth $31K as of Q2 2017.
WFG Advisors sold 2,250 Invesco Semiconductors ETF shares in Q2 2017, an estimated $32.4K.
Invesco Semiconductors ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #831 holding.
WFG Advisors first reported a position in Invesco Semiconductors ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Invesco Semiconductors ETF position peaked at $88K in Q2 2014.
47 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.