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Girard Partners’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-100
Closed -$2K – 672
2018
Q3 		$2K Buy
+100
New +$2.85K ﹤0.01% 900

Other funds holding PUI

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Girard Partners's PUI Position: Q4 2018 in Review

Girard Partners sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Girard Partners first reported a position in PUI in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 49 funds tracked by Wall St. Rank hold PUI as of Q4 2018.

  • Girard Partners reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 100 Invesco Dorsey Wright Utilities Momentum ETF shares in Q4 2018, an estimated $2K.
  • Girard Partners first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $2K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.