Investment Partners’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Investment Partners’s Portfolio PTH Stock Details PTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-12,810	Closed	-$289K	–	155
2017 Q3	$289K	Buy	+12,810	New	+$270K	0.25%	92
2015 Q2	–	Sell	-7,440	Closed	-$151K	–	131
2015 Q1	$151K	Buy	+7,440	New	+$143K	0.17%	97

Other funds holding PTH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GSC

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Investment Partners's PTH Position: Q4 2017 in Review

Investment Partners sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2017, closing a stake of 12,810 shares — an estimated $289K sold.

Investment Partners first reported a position in PTH in Q1 2015 and held it in 2 quarters. The position peaked at $289K in Q3 2017. 52 funds tracked by Wall St. Rank hold PTH as of Q4 2017.

Investment Partners reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2017 after selling out during the quarter.
Investment Partners sold 12,810 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2017, an estimated $289K.
Investment Partners first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2015 and held it in 2 quarters.
Investment Partners's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $289K in Q3 2017.
52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2017.

Based on Investment Partners's 13F filing for Q4 2017, filed 31 Jan 2018.