Whittier Trust’s Invesco S&P SmallCap Information Technology ETF PSCT Stock Holding History

Whittier Trust’s Portfolio PSCT Stock Details PSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-420	Closed	-$12K	–	1585
2019 Q2	$12K	Hold	420	–	–	﹤0.01%	1045
2019 Q1	$11K	Hold	420	–	–	﹤0.01%	1048
2018 Q4	$10K	Hold	420	–	–	﹤0.01%	1092
2018 Q3	$12K	Hold	420	–	–	﹤0.01%	1031
2018 Q2	$12K	Buy	+420	New	+$11.4K	﹤0.01%	1007

Other funds holding PSCT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Whittier Trust's PSCT Position: Q3 2019 in Review

Whittier Trust sold out of Invesco S&P SmallCap Information Technology ETF (PSCT) in Q3 2019, closing a stake of 420 shares — an estimated $12K sold.

Whittier Trust first reported a position in PSCT in Q2 2018 and held it in 5 quarters. The position peaked at $12K in Q2 2019. 58 funds tracked by Wall St. Rank hold PSCT as of Q3 2019.

Whittier Trust reported no remaining Invesco S&P SmallCap Information Technology ETF position as of Q3 2019 after selling out during the quarter.
Whittier Trust sold 420 Invesco S&P SmallCap Information Technology ETF shares in Q3 2019, an estimated $12K.
Whittier Trust first reported a position in Invesco S&P SmallCap Information Technology ETF in Q2 2018 and held it in 5 quarters.
Whittier Trust's Invesco S&P SmallCap Information Technology ETF position peaked at $12K in Q2 2019.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Information Technology ETF as of Q3 2019.

Based on Whittier Trust's 13F filing for Q3 2019, filed 18 Oct 2019.