Johnson Financial Group Inc (Wisconsin)’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,026	Closed	-$44K	–	702
2016 Q3	$44K	Hold	1,026	–	–	0.01%	419
2016 Q2	$43K	Sell	1,026 -1,000	-49%	-$41.1K	0.01%	460
2016 Q1	$83K	Hold	2,026	–	–	0.02%	326
2015 Q4	$84K	Hold	2,026	–	–	0.02%	328
2015 Q3	$81K	Hold	2,026	–	–	0.02%	377
2015 Q2	$87K	Hold	2,026	–	–	0.02%	400
2015 Q1	$88K	Hold	2,026	–	–	0.02%	409
2014 Q4	$83K	Hold	2,026	–	–	0.02%	398
2014 Q3	$80K	Buy	+2,026	New	+$79.8K	0.02%	376

Other funds holding PDP

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s PDP Position: Q4 2016 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2016, closing a stake of 1,026 shares — an estimated $44K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PDP in Q3 2014 and held it in 9 quarters. The position peaked at $88K in Q1 2015. 115 funds tracked by Wall St. Rank hold PDP as of Q4 2016.

Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2016 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,026 Invesco Dorsey Wright Momentum ETF shares in Q4 2016, an estimated $44K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2014 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Invesco Dorsey Wright Momentum ETF position peaked at $88K in Q1 2015.
115 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2016.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2016, filed 2 Feb 2017.