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Edge Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Edge Wealth Management’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-990
Closed -$18K – 428
2014
Q3 		$18K Buy
+990
New +$19.1K 0.01% 269

Other funds holding PID

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Edge Wealth Management's PID Position: Q4 2014 in Review

Edge Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2014, closing a stake of 990 shares — an estimated $18K sold.

Edge Wealth Management first reported a position in PID in Q3 2014 and held it in 1 quarter. The position peaked at $18K in Q3 2014. 104 funds tracked by Wall St. Rank hold PID as of Q4 2014.

  • Edge Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 990 Invesco International Dividend Achievers ETF shares in Q4 2014, an estimated $18K.
  • Edge Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q3 2014 and held it in 1 quarter.
  • Edge Wealth Management's Invesco International Dividend Achievers ETF position peaked at $18K in Q3 2014.
  • 104 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.