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Atherton Lane Advisers’s Invesco International Dividend Achievers ETF PID Stock Holding History

Atherton Lane Advisers’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
2014
Q3 		– Sell
-16,890
Closed -$326K – 271
2014
Q2 		$326K Buy
+16,890
New +$317K 0.02% 213

Other funds holding PID

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atherton Lane Advisers's PID Position: Q3 2014 in Review

Atherton Lane Advisers sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2014, closing a stake of 16,890 shares — an estimated $326K sold.

Atherton Lane Advisers first reported a position in PID in Q2 2014 and held it in 1 quarter. The position peaked at $326K in Q2 2014. 89 funds tracked by Wall St. Rank hold PID as of Q3 2014.

  • Atherton Lane Advisers reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2014 after selling out during the quarter.
  • Atherton Lane Advisers sold 16,890 Invesco International Dividend Achievers ETF shares in Q3 2014, an estimated $326K.
  • Atherton Lane Advisers first reported a position in Invesco International Dividend Achievers ETF in Q2 2014 and held it in 1 quarter.
  • Atherton Lane Advisers's Invesco International Dividend Achievers ETF position peaked at $326K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2014.

Based on Atherton Lane Advisers's 13F filing for Q3 2014, filed 14 Nov 2014.