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Brown Brothers Harriman & Co’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Brown Brothers Harriman & Co’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
2019
Q3 		– Sell
-400
Closed -$24K – 1265
2019
Q2 		$24K Hold
400
– – ﹤0.01% 707
2019
Q1 		$23K Buy
+400
New +$21.3K ﹤0.01% 708

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brown Brothers Harriman & Co's PDP Position: Q3 2019 in Review

Brown Brothers Harriman & Co sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2019, closing a stake of 400 shares — an estimated $24K sold.

Brown Brothers Harriman & Co first reported a position in PDP in Q1 2019 and held it in 2 quarters. The position peaked at $24K in Q2 2019. 157 funds tracked by Wall St. Rank hold PDP as of Q3 2019.

  • Brown Brothers Harriman & Co reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 400 Invesco Dorsey Wright Momentum ETF shares in Q3 2019, an estimated $24K.
  • Brown Brothers Harriman & Co first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2019 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's Invesco Dorsey Wright Momentum ETF position peaked at $24K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2019.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2019, filed 14 Nov 2019.