Beirne Wealth Consulting Services’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Beirne Wealth Consulting Services’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
2019 Q4	–	Sell	-27,132	Closed	-$475K	–	117
2019 Q3	$475K	Sell	27,132 -1,437	-5%	-$25.4K	0.4%	69
2019 Q2	$507K	Buy	28,569 +3,245	+13%	+$55K	0.45%	64
2019 Q1	$431K	Buy	25,324 +683	+3%	+$11.3K	0.34%	97
2018 Q4	$383K	Buy	+24,641	New	+$401K	0.33%	100

Other funds holding PIE

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

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

RJA

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return

Beirne Wealth Consulting Services's PIE Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2019, closing a stake of 27,132 shares — an estimated $475K sold.

Beirne Wealth Consulting Services first reported a position in PIE in Q4 2018 and held it in 4 quarters. The position peaked at $507K in Q2 2019. 64 funds tracked by Wall St. Rank hold PIE as of Q4 2019.

Beirne Wealth Consulting Services reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2019 after selling out during the quarter.
Beirne Wealth Consulting Services sold 27,132 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2019, an estimated $475K.
Beirne Wealth Consulting Services first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2018 and held it in 4 quarters.
Beirne Wealth Consulting Services's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $507K in Q2 2019.
64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.