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MassMutual Private Wealth & Trust’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-170
Closed -$4.7K – 1060
2017
Q4 		$4.7K Buy
+170
New +$4.65K ﹤0.01% 666

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's PIZ Position: Q1 2018 in Review

MassMutual Private Wealth & Trust sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2018, closing a stake of 170 shares — an estimated $4.7K sold.

MassMutual Private Wealth & Trust first reported a position in PIZ in Q4 2017 and held it in 1 quarter. The position peaked at $4.7K in Q4 2017. 65 funds tracked by Wall St. Rank hold PIZ as of Q1 2018.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 170 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2018, an estimated $4.7K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $4.7K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2018, filed 21 May 2018.