Beaumont Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Beaumont Financial Advisors’s Portfolio PIZ Stock Details PIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-49,223	Closed	-$1.2M	–	170
2014 Q3	$1.2M	Sell	49,223 -4,034	-8%	-$103K	0.08%	97
2014 Q2	$1.4M	Buy	53,257 +6,950	+15%	+$184K	0.1%	95
2014 Q1	$1.25M	Buy	+46,307	New	+$1.23M	0.1%	86

Other funds holding PIZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beaumont Financial Advisors's PIZ Position: Q4 2014 in Review

Beaumont Financial Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2014, closing a stake of 49,223 shares — an estimated $1.2M sold.

Beaumont Financial Advisors first reported a position in PIZ in Q1 2014 and held it in 3 quarters. The position peaked at $1.4M in Q2 2014. 64 funds tracked by Wall St. Rank hold PIZ as of Q4 2014.

Beaumont Financial Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2014 after selling out during the quarter.
Beaumont Financial Advisors sold 49,223 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2014, an estimated $1.2M.
Beaumont Financial Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and held it in 3 quarters.
Beaumont Financial Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.4M in Q2 2014.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2014.

Based on Beaumont Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.