IP
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Investment Partners’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Investment Partners’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,084
Closed -$353K – 159
2016
Q3 		$353K Buy
6,084
+147
+2% +$8.52K 0.2% 118
2016
Q2 		$319K Buy
+5,937
New +$315K 0.32% 85

Other funds holding PYZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investment Partners's PYZ Position: Q4 2016 in Review

Investment Partners sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q4 2016, closing a stake of 6,084 shares — an estimated $353K sold.

Investment Partners first reported a position in PYZ in Q2 2016 and held it in 2 quarters. The position peaked at $353K in Q3 2016. 34 funds tracked by Wall St. Rank hold PYZ as of Q4 2016.

  • Investment Partners reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q4 2016 after selling out during the quarter.
  • Investment Partners sold 6,084 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q4 2016, an estimated $353K.
  • Investment Partners first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2016 and held it in 2 quarters.
  • Investment Partners's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $353K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q4 2016.

Based on Investment Partners's 13F filing for Q4 2016, filed 8 Feb 2017.