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Crosspoint Capital Strategies’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Crosspoint Capital Strategies’s Portfolio PUI Stock Details PUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-301
Closed -$7K – 644
2015
Q4 		$7K Buy
+301
New +$6.67K ﹤0.01% 755

Other funds holding PUI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crosspoint Capital Strategies's PUI Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2016, closing a stake of 301 shares — an estimated $7K sold.

Crosspoint Capital Strategies first reported a position in PUI in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 38 funds tracked by Wall St. Rank hold PUI as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 301 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2016, an estimated $7K.
  • Crosspoint Capital Strategies first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $7K in Q4 2015.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.