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Aveo Capital Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Aveo Capital Partners’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
2017
Q2 		– Sell
-5,557
Closed -$252K – 140
2017
Q1 		$252K Buy
5,557
+137
+3% +$6.04K 0.09% 96
2016
Q4 		$228K Buy
+5,420
New +$227K 0.07% 191

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RJA
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Bank of America
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UBS Group
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RJFSA
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PFS
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GA
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Royal Bank of Canada
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Aveo Capital Partners's PDP Position: Q2 2017 in Review

Aveo Capital Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2017, closing a stake of 5,557 shares — an estimated $252K sold.

Aveo Capital Partners first reported a position in PDP in Q4 2016 and held it in 2 quarters. The position peaked at $252K in Q1 2017. 120 funds tracked by Wall St. Rank hold PDP as of Q2 2017.

  • Aveo Capital Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 5,557 Invesco Dorsey Wright Momentum ETF shares in Q2 2017, an estimated $252K.
  • Aveo Capital Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2016 and held it in 2 quarters.
  • Aveo Capital Partners's Invesco Dorsey Wright Momentum ETF position peaked at $252K in Q1 2017.
  • 120 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2017.

Based on Aveo Capital Partners's 13F filing for Q2 2017, filed 1 Aug 2017.