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Concert Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Concert Wealth Management’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,386
Closed -$425K – 821
2016
Q3 		$425K Buy
7,386
+518
+8% +$30K 0.05% 410
2016
Q2 		$365K Buy
+6,868
New +$364K 0.05% 413

Other funds holding PYZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concert Wealth Management's PYZ Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2016, closing a stake of 7,386 shares — an estimated $425K sold.

Concert Wealth Management first reported a position in PYZ in Q2 2016 and held it in 2 quarters. The position peaked at $425K in Q3 2016. 34 funds tracked by Wall St. Rank hold PYZ as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7,386 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2016, an estimated $425K.
  • Concert Wealth Management first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $425K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.