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LifePlan Financial Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

LifePlan Financial Group’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
Q2 		– Sell
-550
Closed -$10K – 171
2014
Q1 		$10K Hold
550
– – 0.01% 178
2013
Q4 		$10K Buy
+550
New +$10.1K 0.01% 159

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LifePlan Financial Group's PIE Position: Q2 2014 in Review

LifePlan Financial Group sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2014, closing a stake of 550 shares — an estimated $10K sold.

LifePlan Financial Group first reported a position in PIE in Q4 2013 and held it in 2 quarters. The position peaked at $10K in Q1 2014. 47 funds tracked by Wall St. Rank hold PIE as of Q2 2014.

  • LifePlan Financial Group reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 550 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2014, an estimated $10K.
  • LifePlan Financial Group first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2013 and held it in 2 quarters.
  • LifePlan Financial Group's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $10K in Q1 2014.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.