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Albion Financial Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Albion Financial Group’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-87,347
Closed -$1.58M – 184
2013
Q3 		$1.58M Buy
87,347
+210
+0.2% +$3.8K 0.34% 44
2013
Q2 		$1.57M Buy
+87,137
New +$1.74M 0.35% 44

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Albion Financial Group's PIE Position: Q4 2013 in Review

Albion Financial Group sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2013, closing a stake of 87,347 shares — an estimated $1.58M sold.

Albion Financial Group first reported a position in PIE in Q2 2013 and held it in 2 quarters. The position peaked at $1.58M in Q3 2013. 48 funds tracked by Wall St. Rank hold PIE as of Q4 2013.

  • Albion Financial Group reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2013 after selling out during the quarter.
  • Albion Financial Group sold 87,347 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2013, an estimated $1.58M.
  • Albion Financial Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and held it in 2 quarters.
  • Albion Financial Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1.58M in Q3 2013.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2013.

Based on Albion Financial Group's 13F filing for Q4 2013, filed 13 Feb 2014.