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Cobiz Wealth’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-1,694
Closed -$53K – 290
2013
Q2 		$53K Buy
+1,694
New +$53.5K 0.01% 173

Other funds holding PDP

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cobiz Wealth's PDP Position: Q3 2013 in Review

Cobiz Wealth sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2013, closing a stake of 1,694 shares — an estimated $53K sold.

Cobiz Wealth first reported a position in PDP in Q2 2013 and held it in 1 quarter. The position peaked at $53K in Q2 2013. 65 funds tracked by Wall St. Rank hold PDP as of Q3 2013.

  • Cobiz Wealth reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 1,694 Invesco Dorsey Wright Momentum ETF shares in Q3 2013, an estimated $53K.
  • Cobiz Wealth first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Invesco Dorsey Wright Momentum ETF position peaked at $53K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.