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Csenge Advisory Group’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Csenge Advisory Group’s Portfolio PTH Stock Details PTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-36
Closed – – 1163
2018
Q3 		$0 Buy
+36
New +$1.12K ﹤0.01% 1485

Other funds holding PTH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Csenge Advisory Group's PTH Position: Q4 2018 in Review

Csenge Advisory Group sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2018, closing a stake of 36 shares.

Csenge Advisory Group first reported a position in PTH in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 63 funds tracked by Wall St. Rank hold PTH as of Q4 2018.

  • Csenge Advisory Group reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 36 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2018.
  • Csenge Advisory Group first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $0 in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.