IPC
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Independent Portfolio Consultants’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Independent Portfolio Consultants’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
Q2 		– Sell
-66,880
Closed -$1.8M – 838
2014
Q1 		$1.8M Buy
+66,880
New +$1.77M 0.57% 33

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Independent Portfolio Consultants's PIZ Position: Q2 2014 in Review

Independent Portfolio Consultants sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2014, closing a stake of 66,880 shares — an estimated $1.8M sold.

Independent Portfolio Consultants first reported a position in PIZ in Q1 2014 and held it in 1 quarter. The position peaked at $1.8M in Q1 2014. 70 funds tracked by Wall St. Rank hold PIZ as of Q2 2014.

  • Independent Portfolio Consultants reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 66,880 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2014, an estimated $1.8M.
  • Independent Portfolio Consultants first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q1 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.8M in Q1 2014.
  • 70 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2014.

Based on Independent Portfolio Consultants's 13F filing for Q2 2014, filed 15 Aug 2014.