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IBEX Wealth Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

IBEX Wealth Advisors’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-21
Closed – – 300
2016
Q4 		$0 Buy
+21
New +$323 ﹤0.01% 462

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2017, closing a stake of 21 shares.

IBEX Wealth Advisors first reported a position in PIE in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 41 funds tracked by Wall St. Rank hold PIE as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 21 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2017.
  • IBEX Wealth Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $0 in Q4 2016.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2017.

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