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Macroview Investment Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Macroview Investment Management’s Portfolio DWAS Stock Details DWAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-218
Closed -$13K – 339
2018
Q3 		$13K Hold
218
– – 0.04% 119
2018
Q2 		$12K Hold
218
– – 0.04% 118
2018
Q1 		$11K Buy
+218
New +$11K 0.04% 110

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Macroview Investment Management's DWAS Position: Q4 2018 in Review

Macroview Investment Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q4 2018, closing a stake of 218 shares — an estimated $13K sold.

Macroview Investment Management first reported a position in DWAS in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 62 funds tracked by Wall St. Rank hold DWAS as of Q4 2018.

  • Macroview Investment Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Macroview Investment Management sold 218 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q4 2018, an estimated $13K.
  • Macroview Investment Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2018 and held it in 3 quarters.
  • Macroview Investment Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $13K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q4 2018.

Based on Macroview Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.