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Integrated Investment Consultants’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Integrated Investment Consultants’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$5K Hold
100
– – ﹤0.01% 561
2017
Q2 		$5K Buy
+100
New +$4.61K ﹤0.01% 544

Other funds holding PDP

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Integrated Investment Consultants's PDP Position: Q3 2017 in Review

Integrated Investment Consultants held its Invesco Dorsey Wright Momentum ETF (PDP) position steady in Q3 2017 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Integrated Investment Consultants first reported a position in PDP in Q2 2017 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold PDP as of Q3 2017.

  • Integrated Investment Consultants held 100 shares of Invesco Dorsey Wright Momentum ETF worth $5K as of Q3 2017.
  • Integrated Investment Consultants left its Invesco Dorsey Wright Momentum ETF share count unchanged in Q3 2017.
  • Invesco Dorsey Wright Momentum ETF made up ﹤0.01% of Integrated Investment Consultants's portfolio in Q3 2017, its #561 holding.
  • Integrated Investment Consultants first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2017 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2017.

Based on Integrated Investment Consultants's 13F filing for Q3 2017, filed 26 Oct 2017.