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

Johnson Financial Group Inc (Wisconsin)’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-548
Closed -$17K – 853
2014
Q4 		$17K Buy
+548
New +$16.3K ﹤0.01% 598

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Johnson Financial Group Inc (Wisconsin)'s PFI Position: Q1 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2015, closing a stake of 548 shares — an estimated $17K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PFI in Q4 2014 and held it in 1 quarter. The position peaked at $17K in Q4 2014. 17 funds tracked by Wall St. Rank hold PFI as of Q1 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 548 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2015, an estimated $17K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2014 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Dorsey Wright Financial Momentum ETF position peaked at $17K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2015, filed 12 May 2015.