Essex Financial Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Essex Financial Services’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-6,745	Closed	-$327K	–	252
2018 Q4	$327K	Hold	6,745	–	–	0.1%	171
2018 Q3	$402K	Hold	6,745	–	–	0.09%	181
2018 Q2	$373K	Hold	6,745	–	–	0.09%	184
2018 Q1	$355K	Hold	6,745	–	–	0.07%	235
2017 Q4	$348K	Hold	6,745	–	–	0.08%	193
2017 Q3	$328K	Hold	6,745	–	–	0.08%	199
2017 Q2	$316K	Buy	+6,745	New	+$311K	0.07%	261

Other funds holding PDP

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RJA

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Essex Financial Services's PDP Position: Q1 2019 in Review

Essex Financial Services sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2019, closing a stake of 6,745 shares — an estimated $327K sold.

Essex Financial Services first reported a position in PDP in Q2 2017 and held it in 7 quarters. The position peaked at $402K in Q3 2018. 157 funds tracked by Wall St. Rank hold PDP as of Q1 2019.

Essex Financial Services reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2019 after selling out during the quarter.
Essex Financial Services sold 6,745 Invesco Dorsey Wright Momentum ETF shares in Q1 2019, an estimated $327K.
Essex Financial Services first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2017 and held it in 7 quarters.
Essex Financial Services's Invesco Dorsey Wright Momentum ETF position peaked at $402K in Q3 2018.
157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2019.

Based on Essex Financial Services's 13F filing for Q1 2019, filed 2 May 2019.