FHC
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First Heartland Consultants’s Invesco International Dividend Achievers ETF PID Stock Holding History

First Heartland Consultants’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$2K – 324
2013
Q2 		$2K Buy
+100
New +$1.7K ﹤0.01% 393

Other funds holding PID

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

First Heartland Consultants's PID Position: Q3 2013 in Review

First Heartland Consultants sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2013, closing a stake of 100 shares — an estimated $2K sold.

First Heartland Consultants first reported a position in PID in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 82 funds tracked by Wall St. Rank hold PID as of Q3 2013.

  • First Heartland Consultants reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 100 Invesco International Dividend Achievers ETF shares in Q3 2013, an estimated $2K.
  • First Heartland Consultants first reported a position in Invesco International Dividend Achievers ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's Invesco International Dividend Achievers ETF position peaked at $2K in Q2 2013.
  • 82 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.