GFS Private Wealth’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

GFS Private Wealth’s Portfolio PRN Stock Details PRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$1.23M	Buy	+20,207	New	+$1.21M	0.42%	28

Other funds holding PRN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

GFS Private Wealth's PRN Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Invesco Dorsey Wright Industrials Momentum ETF (PRN) in Q4 2017: 20,207 shares worth $1.23M. The stake represents 0.42% of the portfolio and ranks #28 among its holdings.

49 funds tracked by Wall St. Rank hold PRN as of Q4 2017.

GFS Private Wealth held 20,207 shares of Invesco Dorsey Wright Industrials Momentum ETF worth $1.23M as of Q4 2017.
Invesco Dorsey Wright Industrials Momentum ETF was a new GFS Private Wealth position in Q4 2017.
Invesco Dorsey Wright Industrials Momentum ETF made up 0.42% of GFS Private Wealth's portfolio in Q4 2017, its #28 holding.
49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Industrials Momentum ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.