Envestnet Asset Management
DWTR

Envestnet Asset Management’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Envestnet Asset Management’s Portfolio DWTR Stock Details DWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,067
Closed -$171K – 3203
2016
Q4 		$171K Buy
+7,067
New +$173K ﹤0.01% 1961
2016
Q2 		– Sell
-1,720
Closed -$41K – 3170
2016
Q1 		$41K Buy
+1,720
New +$39K ﹤0.01% 2791

Other funds holding DWTR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management's DWTR Position: Q1 2017 in Review

Envestnet Asset Management sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q1 2017, closing a stake of 7,067 shares — an estimated $171K sold.

Envestnet Asset Management first reported a position in DWTR in Q1 2016 and held it in 2 quarters. The position peaked at $171K in Q4 2016. 29 funds tracked by Wall St. Rank hold DWTR as of Q1 2017.

  • Envestnet Asset Management reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q1 2017 after selling out during the quarter.
  • Envestnet Asset Management sold 7,067 Invesco DWA Tactical Sector Rotation ETF shares in Q1 2017, an estimated $171K.
  • Envestnet Asset Management first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q1 2016 and held it in 2 quarters.
  • Envestnet Asset Management's Invesco DWA Tactical Sector Rotation ETF position peaked at $171K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q1 2017.

Based on Envestnet Asset Management's 13F filing for Q1 2017, filed 9 May 2017.