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B. Riley Financial’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

B. Riley Financial’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-23,265
Closed -$465K – 278
2018
Q2 		$465K Buy
23,265
+1,533
+7% +$32.4K 0.12% 146
2018
Q1 		$467K Buy
+21,732
New +$464K 0.13% 162

Other funds holding PIE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Financial's PIE Position: Q3 2018 in Review

B. Riley Financial sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2018, closing a stake of 23,265 shares — an estimated $465K sold.

B. Riley Financial first reported a position in PIE in Q1 2018 and held it in 2 quarters. The position peaked at $467K in Q1 2018. 56 funds tracked by Wall St. Rank hold PIE as of Q3 2018.

  • B. Riley Financial reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 23,265 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2018, an estimated $465K.
  • B. Riley Financial first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2018 and held it in 2 quarters.
  • B. Riley Financial's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $467K in Q1 2018.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.