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Great Lakes Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Great Lakes Advisors’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-19,157
Closed -$467K – 547
2014
Q3 		$467K Sell
19,157
-1,042
-5% -$26.7K 0.02% 412
2014
Q2 		$532K Sell
20,199
-402
-2% -$10.7K 0.02% 252
2014
Q1 		$555K Buy
20,601
+8,239
+67% +$218K 0.02% 251
2013
Q4 		$328K Buy
12,362
+718
+6% +$18.3K 0.01% 270
2013
Q3 		$292K Buy
+11,644
New +$269K 0.01% 314

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Great Lakes Advisors's PIZ Position: Q4 2014 in Review

Great Lakes Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2014, closing a stake of 19,157 shares — an estimated $467K sold.

Great Lakes Advisors first reported a position in PIZ in Q3 2013 and held it in 5 quarters. The position peaked at $555K in Q1 2014. 64 funds tracked by Wall St. Rank hold PIZ as of Q4 2014.

  • Great Lakes Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2014 after selling out during the quarter.
  • Great Lakes Advisors sold 19,157 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2014, an estimated $467K.
  • Great Lakes Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2013 and held it in 5 quarters.
  • Great Lakes Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $555K in Q1 2014.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2014.

Based on Great Lakes Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.