Ken Fisher
PFI icon

Ken Fisher’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Ken Fisher’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
-11,602
Closed -$357K – 592
2014
Q4 		$357K Hold
11,602
– – ﹤0.01% 489
2014
Q3 		$330K Buy
11,602
+1,132
+11% +$32.7K ﹤0.01% 476
2014
Q2 		$306K Hold
10,470
– – ﹤0.01% 477
2014
Q1 		$302K Hold
10,470
– – ﹤0.01% 446
2013
Q4 		$306K Buy
10,470
+899
+9% +$24.9K ﹤0.01% 437
2013
Q3 		$248K Buy
+9,571
New +$247K ﹤0.01% 446

Other funds holding PFI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ken Fisher's PFI Position: Q1 2015 in Review

Ken Fisher sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2015, closing a stake of 11,602 shares — an estimated $357K sold.

Ken Fisher first reported a position in PFI in Q3 2013 and held it in 6 quarters. The position peaked at $357K in Q4 2014. 17 funds tracked by Wall St. Rank hold PFI as of Q1 2015.

  • Ken Fisher reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • Ken Fisher sold 11,602 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2015, an estimated $357K.
  • Ken Fisher first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q3 2013 and held it in 6 quarters.
  • Ken Fisher's Invesco Dorsey Wright Financial Momentum ETF position peaked at $357K in Q4 2014.
  • 17 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2015.

Based on Fisher Asset Management's 13F filing for Q1 2015, filed 30 Apr 2015.