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BSW Wealth Partners’s Invesco International Dividend Achievers ETF PID Stock Holding History

BSW Wealth Partners’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19,649
Closed -$362K – 54
2013
Q4 		$362K Sell
19,649
-6,395
-25% -$114K 0.29% 35
2013
Q3 		$450K Sell
26,044
-4,868
-16% -$82.6K 0.39% 29
2013
Q2 		$505K Buy
+30,912
New +$526K 0.44% 27

Other funds holding PID

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BSW Wealth Partners's PID Position: Q1 2014 in Review

BSW Wealth Partners sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2014, closing a stake of 19,649 shares — an estimated $362K sold.

BSW Wealth Partners first reported a position in PID in Q2 2013 and held it in 3 quarters. The position peaked at $505K in Q2 2013. 76 funds tracked by Wall St. Rank hold PID as of Q1 2014.

  • BSW Wealth Partners reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2014 after selling out during the quarter.
  • BSW Wealth Partners sold 19,649 Invesco International Dividend Achievers ETF shares in Q1 2014, an estimated $362K.
  • BSW Wealth Partners first reported a position in Invesco International Dividend Achievers ETF in Q2 2013 and held it in 3 quarters.
  • BSW Wealth Partners's Invesco International Dividend Achievers ETF position peaked at $505K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2014.

Based on BSW Wealth Partners's 13F filing for Q1 2014, filed 13 May 2014.