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Bison Wealth’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Bison Wealth’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
2015
Q1 		– Sell
-11,234
Closed -$197K – 241
2014
Q4 		$197K Buy
+11,234
New +$204K 0.15% 180

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bison Wealth's PIE Position: Q1 2015 in Review

Bison Wealth sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2015, closing a stake of 11,234 shares — an estimated $197K sold.

Bison Wealth first reported a position in PIE in Q4 2014 and held it in 1 quarter. The position peaked at $197K in Q4 2014. 54 funds tracked by Wall St. Rank hold PIE as of Q1 2015.

  • Bison Wealth reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • Bison Wealth sold 11,234 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2015, an estimated $197K.
  • Bison Wealth first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2014 and held it in 1 quarter.
  • Bison Wealth's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $197K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2015.

Based on Bison Wealth's 13F filing for Q1 2015, filed 14 May 2015.