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

EP Wealth 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
2018 Q2	–	Sell	-37,291	Closed	-$1.04M	–	211
2018 Q1	$1.04M	Sell	37,291 -11,082	-23%	-$314K	0.1%	95
2017 Q4	$1.34M	Sell	48,373 -25,629	-35%	-$701K	0.14%	66
2017 Q3	$2M	Sell	74,002 -20,552	-22%	-$542K	0.23%	52
2017 Q2	$2.43M	Buy	+94,554	New	+$2.35M	0.3%	52

Other funds holding PIZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EP Wealth Advisors's PIZ Position: Q2 2018 in Review

EP Wealth Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2018, closing a stake of 37,291 shares — an estimated $1.04M sold.

EP Wealth Advisors first reported a position in PIZ in Q2 2017 and held it in 4 quarters. The position peaked at $2.43M in Q2 2017. 66 funds tracked by Wall St. Rank hold PIZ as of Q2 2018.

EP Wealth Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2018 after selling out during the quarter.
EP Wealth Advisors sold 37,291 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2018, an estimated $1.04M.
EP Wealth Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2017 and held it in 4 quarters.
EP Wealth Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $2.43M in Q2 2017.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2018.

Based on EP Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.