CWM
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Concert Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-9,954
Closed -$206K – 365
2017
Q1 		$206K Sell
9,954
-12
-0.1% -$271 0.05% 442
2016
Q4 		$206K Buy
9,966
+1,053
+12% +$23.1K 0.05% 448
2016
Q3 		$212K Buy
8,913
+1
+0% +$23 0.03% 625
2016
Q2 		$203K Sell
8,912
-750
-8% -$17.3K 0.03% 600
2016
Q1 		$222K Sell
9,662
-354
-4% -$7.82K 0.03% 561
2015
Q4 		$238K Sell
10,016
-581
-5% -$13.6K 0.03% 541
2015
Q3 		$237K Buy
10,597
+101
+1% +$2.38K 0.03% 562
2015
Q2 		$251K Buy
+10,496
New +$267K 0.03% 568
2014
Q3 		– Sell
-30,295
Closed -$762K – 577
2014
Q2 		$762K Sell
30,295
-3,312
-10% -$87.8K 0.09% 192
2014
Q1 		$904K Buy
33,607
+1,536
+5% +$40.7K 0.11% 156
2013
Q4 		$862K Buy
32,071
+1,950
+6% +$49.7K 0.11% 156
2013
Q3 		$767K Buy
30,121
+4,330
+17% +$100K 0.11% 175
2013
Q2 		$548K Buy
+25,791
New +$562K 0.08% 205

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concert Wealth Management's PIZ Position: Q2 2017 in Review

Concert Wealth Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2017, closing a stake of 9,954 shares — an estimated $206K sold.

Concert Wealth Management first reported a position in PIZ in Q2 2013 and held it in 13 quarters. The position peaked at $904K in Q1 2014. 56 funds tracked by Wall St. Rank hold PIZ as of Q2 2017.

  • Concert Wealth Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 9,954 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2017, an estimated $206K.
  • Concert Wealth Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and held it in 13 quarters.
  • Concert Wealth Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $904K in Q1 2014.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.