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Apriem Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Apriem Advisors’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-102
Closed -$4K – 627
2016
Q1 		$4K Buy
+102
New +$3.96K ﹤0.01% 468

Other funds holding PDP

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
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Apriem Advisors's PDP Position: Q2 2016 in Review

Apriem Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2016, closing a stake of 102 shares — an estimated $4K sold.

Apriem Advisors first reported a position in PDP in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 121 funds tracked by Wall St. Rank hold PDP as of Q2 2016.

  • Apriem Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2016 after selling out during the quarter.
  • Apriem Advisors sold 102 Invesco Dorsey Wright Momentum ETF shares in Q2 2016, an estimated $4K.
  • Apriem Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2016 and held it in 1 quarter.
  • Apriem Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $4K in Q1 2016.
  • 121 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.