AWM
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AllSquare Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

AllSquare Wealth Management’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-160
Closed -$3K – 510
2018
Q1 		$3K Buy
+160
New +$2.62K ﹤0.01% 354

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

AllSquare Wealth Management's PID Position: Q2 2018 in Review

AllSquare Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2018, closing a stake of 160 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in PID in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 98 funds tracked by Wall St. Rank hold PID as of Q2 2018.

  • AllSquare Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 160 Invesco International Dividend Achievers ETF shares in Q2 2018, an estimated $3K.
  • AllSquare Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q1 2018 and held it in 1 quarter.
  • AllSquare Wealth Management's Invesco International Dividend Achievers ETF position peaked at $3K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2018.

Based on AllSquare Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.