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Kingfisher Capital’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Kingfisher Capital’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-119,799
Closed -$2.18M – 165
2013
Q4 		$2.18M Sell
119,799
-7,515
-6% -$139K 1.17% 21
2013
Q3 		$2.3M Buy
127,314
+55,027
+76% +$996K 1.17% 20
2013
Q2 		$1.3M Buy
+72,287
New +$1.45M 0.71% 53

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Kingfisher Capital's PIE Position: Q1 2014 in Review

Kingfisher Capital sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2014, closing a stake of 119,799 shares — an estimated $2.18M sold.

Kingfisher Capital first reported a position in PIE in Q2 2013 and held it in 3 quarters. The position peaked at $2.3M in Q3 2013. 47 funds tracked by Wall St. Rank hold PIE as of Q1 2014.

  • Kingfisher Capital reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2014 after selling out during the quarter.
  • Kingfisher Capital sold 119,799 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2014, an estimated $2.18M.
  • Kingfisher Capital first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and held it in 3 quarters.
  • Kingfisher Capital's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $2.3M in Q3 2013.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2014.

Based on Kingfisher Capital's 13F filing for Q1 2014, filed 14 May 2014.