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Cumberland Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Cumberland Advisors’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-21,050
Closed -$524K – 64
2015
Q1 		$524K Buy
21,050
+13,770
+189% +$338K 0.27% 39
2014
Q4 		$175K Buy
7,280
+3,580
+97% +$86.5K 0.1% 42
2014
Q3 		$90K Buy
3,700
+3,170
+598% +$81.1K 0.06% 38
2014
Q2 		$14K Sell
530
-356,550
-100% -$9.45M 0.01% 52
2014
Q1 		$9.62M Buy
357,080
+152,470
+75% +$4.04M 5.53% 5
2013
Q4 		$5.42M Buy
204,610
+53,710
+36% +$1.37M 3.02% 11
2013
Q3 		$3.78M Buy
+150,900
New +$3.49M 2.24% 12

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return