GI
PMR

Gradient Investments’s Invesco Dynamic Retail ETF PMR Stock Holding History

Gradient Investments’s Portfolio PMR Stock Details PMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-430
Closed -$13K – 615
2013
Q2 		$13K Buy
+430
New +$12.7K ﹤0.01% 256

Other funds holding PMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Gradient Investments's PMR Position: Q3 2013 in Review

Gradient Investments sold out of Invesco Dynamic Retail ETF (PMR) in Q3 2013, closing a stake of 430 shares — an estimated $13K sold.

Gradient Investments first reported a position in PMR in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 11 funds tracked by Wall St. Rank hold PMR as of Q3 2013.

  • Gradient Investments reported no remaining Invesco Dynamic Retail ETF position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 430 Invesco Dynamic Retail ETF shares in Q3 2013, an estimated $13K.
  • Gradient Investments first reported a position in Invesco Dynamic Retail ETF in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's Invesco Dynamic Retail ETF position peaked at $13K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held Invesco Dynamic Retail ETF as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.