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Lehman & Derafelo Financial Resources’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Lehman & Derafelo Financial Resources’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
2019
Q3 		– Sell
-150
Closed -$6K – 203
2019
Q2 		$6K Hold
150
– – ﹤0.01% 164
2019
Q1 		$5K Hold
150
– – ﹤0.01% 166
2018
Q4 		$4K Buy
+150
New +$4.7K ﹤0.01% 160

Other funds holding PFI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Lehman & Derafelo Financial Resources's PFI Position: Q3 2019 in Review

Lehman & Derafelo Financial Resources sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2019, closing a stake of 150 shares — an estimated $6K sold.

Lehman & Derafelo Financial Resources first reported a position in PFI in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 36 funds tracked by Wall St. Rank hold PFI as of Q3 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 150 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2019, an estimated $6K.
  • Lehman & Derafelo Financial Resources first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2018 and held it in 3 quarters.
  • Lehman & Derafelo Financial Resources's Invesco Dorsey Wright Financial Momentum ETF position peaked at $6K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2019, filed 12 Nov 2019.