EWM
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Evercore Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History

Evercore Wealth Management’s Portfolio PEZ Stock Details PEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,783
Closed -$251K – 1026
2017
Q1 		$251K Buy
5,783
+2,160
+60% +$92.6K 0.01% 335
2016
Q4 		$153K Buy
+3,623
New +$152K 0.01% 422

Other funds holding PEZ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Evercore Wealth Management's PEZ Position: Q2 2017 in Review

Evercore Wealth Management sold out of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) in Q2 2017, closing a stake of 5,783 shares — an estimated $251K sold.

Evercore Wealth Management first reported a position in PEZ in Q4 2016 and held it in 2 quarters. The position peaked at $251K in Q1 2017. 31 funds tracked by Wall St. Rank hold PEZ as of Q2 2017.

  • Evercore Wealth Management reported no remaining Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 5,783 Invesco Dorsey Wright Consumer Cyclicals Momentum ETF shares in Q2 2017, an estimated $251K.
  • Evercore Wealth Management first reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in Q4 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Invesco Dorsey Wright Consumer Cyclicals Momentum ETF position peaked at $251K in Q1 2017.
  • 31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.