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Checchi Capital Advisers’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Checchi Capital Advisers’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-523
Closed -$12K – 986
2016
Q2 		$12K Hold
523
– – ﹤0.01% 1265
2016
Q1 		$12K Buy
+523
New +$11.6K ﹤0.01% 1281

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Checchi Capital Advisers's PIZ Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2016, closing a stake of 523 shares — an estimated $12K sold.

Checchi Capital Advisers first reported a position in PIZ in Q1 2016 and held it in 2 quarters. The position peaked at $12K in Q2 2016. 48 funds tracked by Wall St. Rank hold PIZ as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 523 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2016, an estimated $12K.
  • Checchi Capital Advisers first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $12K in Q2 2016.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.