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

Concert Wealth Management’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
2017
Q3 		– Sell
-6,706
Closed -$314K – 101
2017
Q2 		$314K Sell
6,706
-64,876
-91% -$2.99M 0.3% 99
2017
Q1 		$3M Hold
71,582
– – 0.68% 25
2016
Q4 		$3M Sell
71,582
-34,237
-32% -$1.43M 0.67% 20
2016
Q3 		$4.47M Buy
105,819
+14,061
+15% +$601K 0.54% 33
2016
Q2 		$3.86M Buy
91,758
+6,537
+8% +$269K 0.52% 33
2016
Q1 		$3.47M Sell
85,221
-696
-0.8% -$27K 0.46% 45
2015
Q4 		$3.55M Buy
85,917
+3,593
+4% +$151K 0.47% 40
2015
Q3 		$3.31M Buy
82,324
+20,295
+33% +$866K 0.45% 44
2015
Q2 		$2.67M Buy
62,029
+367
+0.6% +$15.9K 0.34% 56
2015
Q1 		$1.83M Buy
61,662
+5,771
+10% +$244K 0.52% 45
2014
Q4 		$2.29M Buy
55,891
+7,540
+16% +$302K 0.35% 59
2014
Q3 		$1.91M Sell
48,351
-1,170
-2% -$46.1K 0.26% 51
2014
Q2 		$1.88M Sell
49,521
-833
-2% -$31.3K 0.23% 54
2014
Q1 		$1.85M Sell
50,354
-1,617
-3% -$59.9K 0.23% 57
2013
Q4 		$1.9M Buy
51,971
+1,880
+4% +$65.8K 0.24% 50
2013
Q3 		$1.7M Buy
50,091
+648
+1% +$21.3K 0.24% 55
2013
Q2 		$1.54M Buy
+49,443
New +$1.56M 0.23% 48

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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Concert Wealth Management's PDP Position: Q3 2017 in Review

Concert Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2017, closing a stake of 6,706 shares — an estimated $314K sold.

Concert Wealth Management first reported a position in PDP in Q2 2013 and held it in 17 quarters. The position peaked at $4.47M in Q3 2016. 126 funds tracked by Wall St. Rank hold PDP as of Q3 2017.

  • Concert Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,706 Invesco Dorsey Wright Momentum ETF shares in Q3 2017, an estimated $314K.
  • Concert Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $4.47M in Q3 2016.
  • 126 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.