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Lenox Wealth Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Lenox Wealth Advisors’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
2018
Q1 		– Sell
-3,757
Closed -$77K – 558
2017
Q4 		$77K Buy
+3,757
New +$74.7K 0.02% 84

Other funds holding PIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Lenox Wealth Advisors's PIE Position: Q1 2018 in Review

Lenox Wealth Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2018, closing a stake of 3,757 shares — an estimated $77K sold.

Lenox Wealth Advisors first reported a position in PIE in Q4 2017 and held it in 1 quarter. The position peaked at $77K in Q4 2017. 58 funds tracked by Wall St. Rank hold PIE as of Q1 2018.

  • Lenox Wealth Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 3,757 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2018, an estimated $77K.
  • Lenox Wealth Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $77K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2018.

Based on Lenox Wealth Advisors's 13F filing for Q1 2018, filed 13 Apr 2018.