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

Financial Advantage’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
2017
Q4 		– Sell
-1,670
Closed -$81K – 82
2017
Q3 		$81K Buy
+1,670
New +$80K 0.07% 45
2015
Q4 		– Sell
-1,670
Closed -$67K – 84
2015
Q3 		$67K Hold
1,670
– – 0.06% 46
2015
Q2 		$72K Buy
+1,670
New +$72.5K 0.07% 43

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Financial Advantage's PDP Position: Q4 2017 in Review

Financial Advantage sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2017, closing a stake of 1,670 shares — an estimated $81K sold.

Financial Advantage first reported a position in PDP in Q2 2015 and held it in 3 quarters. The position peaked at $81K in Q3 2017. 153 funds tracked by Wall St. Rank hold PDP as of Q4 2017.

  • Financial Advantage reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2017 after selling out during the quarter.
  • Financial Advantage sold 1,670 Invesco Dorsey Wright Momentum ETF shares in Q4 2017, an estimated $81K.
  • Financial Advantage first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2015 and held it in 3 quarters.
  • Financial Advantage's Invesco Dorsey Wright Momentum ETF position peaked at $81K in Q3 2017.
  • 153 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2017.

Based on Financial Advantage's 13F filing for Q4 2017, filed 7 Feb 2018.