IP
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Investment Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Investment Partners’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
2018
Q3 		– Sell
-9,241
Closed -$254K – 154
2018
Q2 		$254K Sell
9,241
-3,045
-25% -$85.5K 0.19% 121
2018
Q1 		$343K Sell
12,286
-1,631
-12% -$46.2K 0.26% 83
2017
Q4 		$385K Buy
13,917
+122
+0.9% +$3.34K 0.29% 80
2017
Q3 		$373K Sell
13,795
-1,362
-9% -$35.9K 0.32% 78
2017
Q2 		$389K Buy
15,157
+1,099
+8% +$27.3K 0.35% 74
2017
Q1 		$328K Sell
14,058
-4,278
-23% -$96.5K 0.32% 82
2016
Q4 		$392K Buy
+18,336
New +$402K 0.38% 72
2016
Q3 		– Sell
-14,117
Closed -$321K – 179
2016
Q2 		$321K Sell
14,117
-1,268
-8% -$29.3K 0.32% 82
2016
Q1 		$365K Buy
15,385
+893
+6% +$19.7K 0.24% 106
2015
Q4 		$342K Buy
14,492
+1,541
+12% +$36.2K 0.41% 71
2015
Q3 		$289K Sell
12,951
-17,411
-57% -$410K 0.38% 73
2015
Q2 		$723K Buy
30,362
+10,252
+51% +$261K 0.87% 50
2015
Q1 		$503K Buy
20,110
+8,143
+68% +$200K 0.55% 64
2014
Q4 		$284K Buy
+11,967
New +$289K 0.33% 79

Other funds holding PIZ

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Investment Partners's PIZ Position: Q3 2018 in Review

Investment Partners sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2018, closing a stake of 9,241 shares — an estimated $254K sold.

Investment Partners first reported a position in PIZ in Q4 2014 and held it in 14 quarters. The position peaked at $723K in Q2 2015. 65 funds tracked by Wall St. Rank hold PIZ as of Q3 2018.

  • Investment Partners reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Investment Partners sold 9,241 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2018, an estimated $254K.
  • Investment Partners first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2014 and held it in 14 quarters.
  • Investment Partners's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $723K in Q2 2015.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2018.

Based on Investment Partners's 13F filing for Q3 2018, filed 25 Oct 2018.