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Columbus Macro’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Columbus Macro’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
Q1 		– Sell
-52,445
Closed -$2.54M – 137
2018
Q4 		$2.54M Sell
52,445
-4,664
-8% -$245K 0.58% 53
2018
Q3 		$3.4M Sell
57,109
-2,046
-3% -$119K 0.84% 43
2018
Q2 		$3.27M Sell
59,155
-45,193
-43% -$2.47M 0.85% 45
2018
Q1 		$5.49M Sell
104,348
-6,273
-6% -$336K 1.42% 24
2017
Q4 		$5.71M Buy
+110,621
New +$5.62M 1.78% 21

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Columbus Macro's PDP Position: Q1 2019 in Review

Columbus Macro sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2019, closing a stake of 52,445 shares — an estimated $2.54M sold.

Columbus Macro first reported a position in PDP in Q4 2017 and held it in 5 quarters. The position peaked at $5.71M in Q4 2017. 157 funds tracked by Wall St. Rank hold PDP as of Q1 2019.

  • Columbus Macro reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Columbus Macro sold 52,445 Invesco Dorsey Wright Momentum ETF shares in Q1 2019, an estimated $2.54M.
  • Columbus Macro first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 5 quarters.
  • Columbus Macro's Invesco Dorsey Wright Momentum ETF position peaked at $5.71M in Q4 2017.
  • 157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2019.

Based on Columbus Macro's 13F filing for Q1 2019, filed 22 Apr 2019.