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Kessler Investment Group’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Kessler Investment Group’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
2013
Q3 		– Sell
-51
Closed -$1K – 174
2013
Q2 		$1K Buy
+51
New +$1.23K ﹤0.01% 75

Other funds holding PFI

SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kessler Investment Group's PFI Position: Q3 2013 in Review

Kessler Investment Group sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2013, closing a stake of 51 shares — an estimated $1K sold.

Kessler Investment Group first reported a position in PFI in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 12 funds tracked by Wall St. Rank hold PFI as of Q3 2013.

  • Kessler Investment Group reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2013 after selling out during the quarter.
  • Kessler Investment Group sold 51 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2013, an estimated $1K.
  • Kessler Investment Group first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2013 and held it in 1 quarter.
  • Kessler Investment Group's Invesco Dorsey Wright Financial Momentum ETF position peaked at $1K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2013.

Based on Kessler Investment Group's 13F filing for Q3 2013, filed 9 Oct 2013.