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IBEX Wealth Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

IBEX Wealth Advisors’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-789
Closed -$12K – 299
2016
Q4 		$12K Buy
+789
New +$11.3K 0.01% 270

Other funds holding PID

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's PID Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2017, closing a stake of 789 shares — an estimated $12K sold.

IBEX Wealth Advisors first reported a position in PID in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 93 funds tracked by Wall St. Rank hold PID as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 789 Invesco International Dividend Achievers ETF shares in Q1 2017, an estimated $12K.
  • IBEX Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $12K in Q4 2016.
  • 93 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.