Winslow Evans & Crocker’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-280	Closed	-$15.8K	–	1302
2016 Q3	$15.8K	Hold	280	–	–	﹤0.01%	791
2016 Q2	$16.4K	Hold	280	–	–	﹤0.01%	754
2016 Q1	$16K	Sell	280 -1,118	-80%	-$61.7K	﹤0.01%	757
2015 Q4	$79.4K	Hold	1,398	–	–	0.02%	442
2015 Q3	$75.3K	Buy	+1,398	New	+$77.7K	0.02%	443

Other funds holding PSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Winslow Evans & Crocker's PSL Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2016, closing a stake of 280 shares — an estimated $15.8K sold.

Winslow Evans & Crocker first reported a position in PSL in Q3 2015 and held it in 5 quarters. The position peaked at $79.4K in Q4 2015. 41 funds tracked by Wall St. Rank hold PSL as of Q4 2016.

Winslow Evans & Crocker reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 280 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2016, an estimated $15.8K.
Winslow Evans & Crocker first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2015 and held it in 5 quarters.
Winslow Evans & Crocker's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $79.4K in Q4 2015.
41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.