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Whitener Capital Management’s Invesco Semiconductors ETF PSI Stock Holding History

Whitener Capital Management’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
2018
Q2 		– Sell
-90
Closed -$1K – 323
2018
Q1 		$1K Buy
+90
New +$1.6K ﹤0.01% 448

Other funds holding PSI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Whitener Capital Management's PSI Position: Q2 2018 in Review

Whitener Capital Management sold out of Invesco Semiconductors ETF (PSI) in Q2 2018, closing a stake of 90 shares — an estimated $1K sold.

Whitener Capital Management first reported a position in PSI in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 73 funds tracked by Wall St. Rank hold PSI as of Q2 2018.

  • Whitener Capital Management reported no remaining Invesco Semiconductors ETF position as of Q2 2018 after selling out during the quarter.
  • Whitener Capital Management sold 90 Invesco Semiconductors ETF shares in Q2 2018, an estimated $1K.
  • Whitener Capital Management first reported a position in Invesco Semiconductors ETF in Q1 2018 and held it in 1 quarter.
  • Whitener Capital Management's Invesco Semiconductors ETF position peaked at $1K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q2 2018.

Based on Whitener Capital Management's 13F filing for Q2 2018, filed 8 Aug 2018.