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Freedom Investment Management’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Freedom Investment Management’s Portfolio PUI Stock Details PUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-9,406
Closed -$207K – 612
2014
Q3 		$207K Buy
9,406
+355
+4% +$7.97K 0.04% 444
2014
Q2 		$211K Buy
+9,051
New +$201K 0.04% 452

Other funds holding PUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Freedom Investment Management's PUI Position: Q4 2014 in Review

Freedom Investment Management sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2014, closing a stake of 9,406 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in PUI in Q2 2014 and held it in 2 quarters. The position peaked at $211K in Q2 2014. 28 funds tracked by Wall St. Rank hold PUI as of Q4 2014.

  • Freedom Investment Management reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2014 after selling out during the quarter.
  • Freedom Investment Management sold 9,406 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2014, an estimated $207K.
  • Freedom Investment Management first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q2 2014 and held it in 2 quarters.
  • Freedom Investment Management's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $211K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2014.

Based on Freedom Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.