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Ironwood Financial’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Ironwood Financial’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
2018
Q4 		– Sell
-1,665
Closed -$30K – 382
2018
Q3 		$30K Buy
+1,665
New +$31.7K 0.02% 157

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial's PIE Position: Q4 2018 in Review

Ironwood Financial sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2018, closing a stake of 1,665 shares — an estimated $30K sold.

Ironwood Financial first reported a position in PIE in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 67 funds tracked by Wall St. Rank hold PIE as of Q4 2018.

  • Ironwood Financial reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Ironwood Financial sold 1,665 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2018, an estimated $30K.
  • Ironwood Financial first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Ironwood Financial's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $30K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2018.

Based on Ironwood Financial's 13F filing for Q4 2018, filed 17 Jan 2019.