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Elmwood Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Elmwood Wealth Management’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
2019
Q2 		– Sell
-203
Closed -$3K – 295
2019
Q1 		$3K Hold
203
– – ﹤0.01% 254
2018
Q4 		$3K Buy
+203
New +$3.3K ﹤0.01% 265

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
MCM
Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's PIE Position: Q2 2019 in Review

Elmwood Wealth Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2019, closing a stake of 203 shares — an estimated $3K sold.

Elmwood Wealth Management first reported a position in PIE in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 56 funds tracked by Wall St. Rank hold PIE as of Q2 2019.

  • Elmwood Wealth Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 203 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2019, an estimated $3K.
  • Elmwood Wealth Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2018 and held it in 2 quarters.
  • Elmwood Wealth Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $3K in Q1 2019.
  • 56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.