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Barometer Capital Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Barometer Capital Management’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,000
Closed -$407K – 123
2013
Q4 		$407K Buy
+8,000
New +$388K 0.1% 81

Other funds holding PYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barometer Capital Management's PYZ Position: Q1 2014 in Review

Barometer Capital Management sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2014, closing a stake of 8,000 shares — an estimated $407K sold.

Barometer Capital Management first reported a position in PYZ in Q4 2013 and held it in 1 quarter. The position peaked at $407K in Q4 2013. 30 funds tracked by Wall St. Rank hold PYZ as of Q1 2014.

  • Barometer Capital Management reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2014 after selling out during the quarter.
  • Barometer Capital Management sold 8,000 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2014, an estimated $407K.
  • Barometer Capital Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q4 2013 and held it in 1 quarter.
  • Barometer Capital Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $407K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2014.

Based on Barometer Capital Management's 13F filing for Q1 2014, filed 29 Apr 2014.