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

Johnson Financial Group Inc (Wisconsin)’s Portfolio PUI Stock Details PUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-918
Closed -$22K – 859
2014
Q4 		$22K Buy
+918
New +$21.2K 0.01% 571

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

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2015, closing a stake of 918 shares — an estimated $22K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PUI in Q4 2014 and held it in 1 quarter. The position peaked at $22K in Q4 2014. 24 funds tracked by Wall St. Rank hold PUI as of Q1 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 918 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2015, an estimated $22K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2014 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Dorsey Wright Utilities Momentum ETF position peaked at $22K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2015.

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