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Legacy Private Trust’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Legacy Private Trust’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,680
Closed -$232K – 242
2016
Q1 		$232K Sell
5,680
-3,610
-39% -$140K 0.04% 217
2015
Q4 		$384K Buy
+9,290
New +$390K 0.06% 194

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Legacy Private Trust's PDP Position: Q2 2016 in Review

Legacy Private Trust sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2016, closing a stake of 5,680 shares — an estimated $232K sold.

Legacy Private Trust first reported a position in PDP in Q4 2015 and held it in 2 quarters. The position peaked at $384K in Q4 2015. 121 funds tracked by Wall St. Rank hold PDP as of Q2 2016.

  • Legacy Private Trust reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2016 after selling out during the quarter.
  • Legacy Private Trust sold 5,680 Invesco Dorsey Wright Momentum ETF shares in Q2 2016, an estimated $232K.
  • Legacy Private Trust first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2015 and held it in 2 quarters.
  • Legacy Private Trust's Invesco Dorsey Wright Momentum ETF position peaked at $384K in Q4 2015.
  • 121 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2016.

Based on Legacy Private Trust's 13F filing for Q2 2016, filed 14 Jul 2016.