Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
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Stocks ranked by hedge fund and large institutional investor activity
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Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Stock index based on fund manager activity updated each quarter
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CWM
Concentrum Wealth Management’s
Invesco Dorsey Wright Utilities Momentum ETF
PUI
Stock Holding History
Concentrum Wealth Management’s Portfolio
PUI Stock Details
PUI Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-48,186
Closed
-$1.56M
–
47
2019
Q1
$1.56M
Buy
+48,186
New
+$1.56M
2.05%
8
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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