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Winslow Evans & Crocker’s Invesco Semiconductors ETF PSI Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$927K Buy
26,496
+16,350
+161% +$502K 0.18% 133
2020
Q3 		$262K Buy
10,146
+1,605
+19% +$41.7K 0.06% 242
2020
Q2 		$208K Sell
8,541
-675
-7% -$14.8K 0.06% 267
2020
Q1 		$168K Sell
9,216
-600
-6% -$12.8K 0.06% 259
2019
Q4 		$220K Sell
9,816
-3,426
-26% -$70.9K 0.06% 278
2019
Q3 		$258K Buy
13,242
+528
+4% +$10K 0.07% 255
2019
Q2 		$232K Hold
12,714
– – 0.06% 272
2019
Q1 		$226K Buy
12,714
+312
+3% +$5.25K 0.06% 273
2018
Q4 		$186K Sell
12,402
-600
-5% -$9.42K 0.06% 270
2018
Q3 		$234K Buy
13,002
+1,110
+9% +$20.1K 0.07% 245
2018
Q2 		$208K Buy
11,892
+3,072
+35% +$54.6K 0.07% 244
2018
Q1 		$155K Buy
8,820
+2,598
+42% +$46.3K 0.05% 292
2017
Q4 		$105K Sell
6,222
-3,978
-39% -$68.9K 0.03% 358
2017
Q3 		$168K Sell
10,200
-11,160
-52% -$168K 0.06% 283
2017
Q2 		$297K Buy
+21,360
New +$308K 0.08% 256

Other funds holding PSI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Winslow Evans & Crocker increased its Invesco Semiconductors ETF (PSI) stake by 161% in Q4 2020, buying an estimated $502K and bringing the position to 26,496 shares worth $927K. The position accounts for 0.18% of the portfolio, ranked #133.

Winslow Evans & Crocker first reported a position in PSI in Q2 2017 and has held it in 15 quarters since. 77 funds tracked by Wall St. Rank hold PSI as of Q4 2020.

  • Winslow Evans & Crocker held 26,496 shares of Invesco Semiconductors ETF worth $927K as of Q4 2020.
  • Winslow Evans & Crocker bought 16,350 Invesco Semiconductors ETF shares in Q4 2020, an estimated $502K.
  • Invesco Semiconductors ETF made up 0.18% of Winslow Evans & Crocker's portfolio in Q4 2020, its #133 holding.
  • Winslow Evans & Crocker first reported a position in Invesco Semiconductors ETF in Q2 2017 and has held it in 15 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2020.

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