HSBC Holdings’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

HSBC Holdings’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
2015 Q1	–	Sell	-14,400	Closed	-$346K	–	2108
2014 Q4	$346K	Hold	14,400	–	–	﹤0.01%	1561
2014 Q3	$351K	Hold	14,400	–	–	﹤0.01%	1549
2014 Q2	$380K	Hold	14,400	–	–	﹤0.01%	1545
2014 Q1	$388K	Buy	+14,400	New	+$381K	﹤0.01%	1468

Other funds holding PIZ

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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

HSBC Holdings's PIZ Position: Q1 2015 in Review

HSBC Holdings sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2015, closing a stake of 14,400 shares — an estimated $346K sold.

HSBC Holdings first reported a position in PIZ in Q1 2014 and held it in 4 quarters. The position peaked at $388K in Q1 2014. 59 funds tracked by Wall St. Rank hold PIZ as of Q1 2015.

HSBC Holdings reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2015 after selling out during the quarter.
HSBC Holdings sold 14,400 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2015, an estimated $346K.
HSBC Holdings first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and held it in 4 quarters.
HSBC Holdings's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $388K in Q1 2014.
59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2015.

Based on HSBC Holdings's 13F filing for Q1 2015, filed 14 May 2015.