Bellwether Investment Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Bellwether Investment Group’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 Q4	$296K	Sell	5,738 -340	-6%	-$17.3K	1.19%	30
2017 Q3	$295K	Buy	6,078 +75	+1%	+$3.6K	1.39%	30
2017 Q2	$281K	Buy	6,003 +210	+4%	+$9.69K	1.3%	34
2017 Q1	$262K	Buy	5,793 +440	+8%	+$19.4K	0.69%	40
2016 Q4	$225K	Buy	+5,353	New	+$224K	0.2%	121
2016 Q2	$175K	Buy	+4,158	New	+$171K	0.19%	129

Other funds holding PDP

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

RJA

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Bellwether Investment Group's PDP Position: Q4 2017 in Review

Bellwether Investment Group reduced its Invesco Dorsey Wright Momentum ETF (PDP) stake by 5.6% in Q4 2017, selling an estimated $17.3K and leaving 5,738 shares worth $296K. The position accounts for 1.19% of the portfolio, ranked #30.

Bellwether Investment Group first reported a position in PDP in Q2 2016 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold PDP as of Q4 2017.

Bellwether Investment Group held 5,738 shares of Invesco Dorsey Wright Momentum ETF worth $296K as of Q4 2017.
Bellwether Investment Group sold 340 Invesco Dorsey Wright Momentum ETF shares in Q4 2017, an estimated $17.3K.
Invesco Dorsey Wright Momentum ETF made up 1.19% of Bellwether Investment Group's portfolio in Q4 2017, its #30 holding.
Bellwether Investment Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2016 and has held it in 6 quarters since.
153 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.