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Allegis Investment Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Allegis Investment Advisors’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-837
Closed -$20K – 729
2015
Q4 		$20K Buy
+837
New +$19.6K 0.01% 504

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allegis Investment Advisors's PIZ Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2016, closing a stake of 837 shares — an estimated $20K sold.

Allegis Investment Advisors first reported a position in PIZ in Q4 2015 and held it in 1 quarter. The position peaked at $20K in Q4 2015. 52 funds tracked by Wall St. Rank hold PIZ as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 837 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2016, an estimated $20K.
  • Allegis Investment Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $20K in Q4 2015.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.