Winslow Evans & Crocker’s Invesco S&P SmallCap Health Care ETF PSCH Stock Holding History

Winslow Evans & Crocker’s Portfolio PSCH Stock Details PSCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$48K	Buy	855 +90	+12%	+$4.49K	0.01%	609
2020 Q3	$34K	Hold	765	–	–	0.01%	530
2020 Q2	$31K	Sell	765 -3	-0.4%	-$115	0.01%	535
2020 Q1	$28K	Hold	768	–	–	0.01%	524
2019 Q4	$34K	Hold	768	–	–	0.01%	576
2019 Q3	$30K	Hold	768	–	–	0.01%	589
2019 Q2	$32K	Hold	768	–	–	0.01%	597
2019 Q1	$30K	Buy	768 +78	+11%	+$3.04K	0.01%	591
2018 Q4	$26K	Sell	690 -2,508	-78%	-$103K	0.01%	594
2018 Q3	$150K	Buy	3,198 +2,370	+286%	+$109K	0.05%	303
2018 Q2	$36K	Buy	+828	New	+$33.5K	0.01%	560

Other funds holding PSCH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Winslow Evans & Crocker's PSCH Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Invesco S&P SmallCap Health Care ETF (PSCH) stake by 12% in Q4 2020, buying an estimated $4.49K and bringing the position to 855 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #609.

Winslow Evans & Crocker first reported a position in PSCH in Q2 2018 and has held it in 11 quarters since. The position peaked at $150K in Q3 2018. 85 funds tracked by Wall St. Rank hold PSCH as of Q4 2020.

Winslow Evans & Crocker held 855 shares of Invesco S&P SmallCap Health Care ETF worth $48K as of Q4 2020.
Winslow Evans & Crocker bought 90 Invesco S&P SmallCap Health Care ETF shares in Q4 2020, an estimated $4.49K.
Invesco S&P SmallCap Health Care ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #609 holding.
Winslow Evans & Crocker first reported a position in Invesco S&P SmallCap Health Care ETF in Q2 2018 and has held it in 11 quarters since.
Winslow Evans & Crocker's Invesco S&P SmallCap Health Care ETF position peaked at $150K in Q3 2018.
85 funds tracked by Wall St. Rank held Invesco S&P SmallCap Health Care ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.