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KWMG LLC’s Invesco International Dividend Achievers ETF PID Stock Holding History

KWMG LLC’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,170
Closed -$34K – 343
2019
Q1 		$34K Hold
2,170
– – 0.01% 194
2018
Q4 		$31K Buy
+2,170
New +$32.5K 0.01% 197

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KWMG LLC's PID Position: Q2 2019 in Review

KWMG LLC sold out of Invesco International Dividend Achievers ETF (PID) in Q2 2019, closing a stake of 2,170 shares — an estimated $34K sold.

KWMG LLC first reported a position in PID in Q4 2018 and held it in 2 quarters. The position peaked at $34K in Q1 2019. 98 funds tracked by Wall St. Rank hold PID as of Q2 2019.

  • KWMG LLC reported no remaining Invesco International Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 2,170 Invesco International Dividend Achievers ETF shares in Q2 2019, an estimated $34K.
  • KWMG LLC first reported a position in Invesco International Dividend Achievers ETF in Q4 2018 and held it in 2 quarters.
  • KWMG LLC's Invesco International Dividend Achievers ETF position peaked at $34K in Q1 2019.
  • 98 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.