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CT Financial Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

CT Financial Advisors’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-110
Closed -$1.73K – 663
2016
Q2 		$1.73K Buy
+110
New +$1.68K ﹤0.01% 567

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CT Financial Advisors's PIE Position: Q3 2016 in Review

CT Financial Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2016, closing a stake of 110 shares — an estimated $1.73K sold.

CT Financial Advisors first reported a position in PIE in Q2 2016 and held it in 1 quarter. The position peaked at $1.73K in Q2 2016. 45 funds tracked by Wall St. Rank hold PIE as of Q3 2016.

  • CT Financial Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2016 after selling out during the quarter.
  • CT Financial Advisors sold 110 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2016, an estimated $1.73K.
  • CT Financial Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2016 and held it in 1 quarter.
  • CT Financial Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1.73K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2016.

Based on CT Financial Advisors's 13F filing for Q3 2016, filed 12 Oct 2016.