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Credit Suisse’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Credit Suisse’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
2021
Q1 		– Sell
-20,297
Closed -$1.78M – 4493
2020
Q4 		$1.78M Hold
20,297
– – ﹤0.01% 2915
2020
Q3 		$1.55M Hold
20,297
– – ﹤0.01% 2623
2020
Q2 		$1.37M Hold
20,297
– – ﹤0.01% 2682
2020
Q1 		$1.09M Buy
20,297
+14,187
+232% +$888K ﹤0.01% 2586
2019
Q4 		$393K Sell
6,110
-13,664
-69% -$848K ﹤0.01% 3688
2019
Q3 		$1.2M Buy
+19,774
New +$1.22M ﹤0.01% 2878
2019
Q2 		– Sell
-28,731
Closed -$1.63M – 4210
2019
Q1 		$1.63M Sell
28,731
-26,490
-48% -$1.41M ﹤0.01% 2522
2018
Q4 		$2.68M Buy
55,221
+32,987
+148% +$1.73M ﹤0.01% 2025
2018
Q3 		$1.32M Sell
22,234
-11,375
-34% -$660K ﹤0.01% 2662
2018
Q2 		$1.86M Sell
33,609
-17,025
-34% -$932K ﹤0.01% 2527
2018
Q1 		$2.67M Buy
50,634
+14,087
+39% +$754K ﹤0.01% 2191
2017
Q4 		$1.89M Sell
36,547
-44,560
-55% -$2.26M ﹤0.01% 2479
2017
Q3 		$3.94M Sell
81,107
-37,270
-31% -$1.79M ﹤0.01% 1959
2017
Q2 		$5.54M Buy
118,377
+92,250
+353% +$4.25M 0.01% 1569
2017
Q1 		$1.18M Sell
26,127
-69,756
-73% -$3.08M ﹤0.01% 2739
2016
Q4 		$4.03M Buy
95,883
+63,678
+198% +$2.66M ﹤0.01% 1814
2016
Q3 		$1.37M Sell
32,205
-58,707
-65% -$2.51M ﹤0.01% 2690
2016
Q2 		$3.83M Buy
90,912
+52,733
+138% +$2.17M ﹤0.01% 1822
2016
Q1 		$1.56M Buy
38,179
+12,747
+50% +$495K ﹤0.01% 2390
2015
Q4 		$1.05M Sell
25,432
-18,621
-42% -$781K ﹤0.01% 2773
2015
Q3 		$1.77M Sell
44,053
-29,222
-40% -$1.25M ﹤0.01% 2350
2015
Q2 		$3.15M Buy
+73,275
New +$3.18M ﹤0.01% 2166
2014
Q4 		– Sell
-8,148
Closed -$320K – 4687
2014
Q3 		$320K Sell
8,148
-4,624
-36% -$182K ﹤0.01% 3901
2014
Q2 		$498K Buy
12,772
+1,982
+18% +$74.5K ﹤0.01% 3825
2014
Q1 		$402K Buy
+10,790
New +$400K ﹤0.01% 3882
2013
Q3 		– Sell
-59,490
Closed -$1.86M – 4324
2013
Q2 		$1.86M Buy
+59,490
New +$1.88M ﹤0.01% 2327

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse's PDP Position: Q1 2021 in Review

Credit Suisse sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2021, closing a stake of 20,297 shares — an estimated $1.78M sold.

Credit Suisse first reported a position in PDP in Q2 2013 and held it in 26 quarters. The position peaked at $5.54M in Q2 2017. 190 funds tracked by Wall St. Rank hold PDP as of Q1 2021.

  • Credit Suisse reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Credit Suisse sold 20,297 Invesco Dorsey Wright Momentum ETF shares in Q1 2021, an estimated $1.78M.
  • Credit Suisse first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and held it in 26 quarters.
  • Credit Suisse's Invesco Dorsey Wright Momentum ETF position peaked at $5.54M in Q2 2017.
  • 190 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2021.

Based on Credit Suisse's 13F filing for Q1 2021, filed 14 May 2021.