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

Edge 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
2017
Q2 		– Sell
-2,100
Closed -$34K – 991
2017
Q1 		$34K Hold
2,100
– – ﹤0.01% 580
2016
Q4 		$30K Buy
+2,100
New +$32.3K ﹤0.01% 555

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Edge Advisors's PIE Position: Q2 2017 in Review

Edge Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2017, closing a stake of 2,100 shares — an estimated $34K sold.

Edge Advisors first reported a position in PIE in Q4 2016 and held it in 2 quarters. The position peaked at $34K in Q1 2017. 52 funds tracked by Wall St. Rank hold PIE as of Q2 2017.

  • Edge Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Edge Advisors sold 2,100 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2017, an estimated $34K.
  • Edge Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2016 and held it in 2 quarters.
  • Edge Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $34K in Q1 2017.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2017.

Based on Edge Advisors's 13F filing for Q2 2017, filed 27 Oct 2017.