IP
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Investment Partners’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Investment Partners’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
2015
Q2 		– Sell
-701
Closed -$13K – 125
2015
Q1 		$13K Buy
+701
New +$12.6K 0.01% 141

Other funds holding PIE

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investment Partners's PIE Position: Q2 2015 in Review

Investment Partners sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2015, closing a stake of 701 shares — an estimated $13K sold.

Investment Partners first reported a position in PIE in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 55 funds tracked by Wall St. Rank hold PIE as of Q2 2015.

  • Investment Partners reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 701 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2015, an estimated $13K.
  • Investment Partners first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $13K in Q1 2015.
  • 55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.