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Financial Management Professionals’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Financial Management Professionals’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-83,848
Closed -$4.63M – 309
2014
Q3 		$4.63M Buy
+83,848
New +$4.72M 3.16% 8

Other funds holding PYZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Management Professionals's PYZ Position: Q4 2014 in Review

Financial Management Professionals sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2014, closing a stake of 83,848 shares — an estimated $4.63M sold.

Financial Management Professionals first reported a position in PYZ in Q3 2014 and held it in 1 quarter. The position peaked at $4.63M in Q3 2014. 34 funds tracked by Wall St. Rank hold PYZ as of Q4 2014.

  • Financial Management Professionals reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2014 after selling out during the quarter.
  • Financial Management Professionals sold 83,848 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2014, an estimated $4.63M.
  • Financial Management Professionals first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q3 2014 and held it in 1 quarter.
  • Financial Management Professionals's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $4.63M in Q3 2014.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2014.

Based on Financial Management Professionals's 13F filing for Q4 2014, filed 29 Jan 2015.