Moloney Securities Asset Management’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Moloney Securities Asset Management’s Portfolio DWTR Stock Details DWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-8,090	Closed	-$219K	–	294
2017 Q3	$219K	Sell	8,090 -2,271	-22%	-$58.9K	0.1%	236
2017 Q2	$261K	Sell	10,361 -2,000	-16%	-$49.7K	0.13%	192
2017 Q1	$305K	Hold	12,361	–	–	0.16%	171
2016 Q4	$300K	Buy	+12,361	New	+$302K	0.18%	155

Other funds holding DWTR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Moloney Securities Asset Management's DWTR Position: Q4 2017 in Review

Moloney Securities Asset Management sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q4 2017, closing a stake of 8,090 shares — an estimated $219K sold.

Moloney Securities Asset Management first reported a position in DWTR in Q4 2016 and held it in 4 quarters. The position peaked at $305K in Q1 2017. 26 funds tracked by Wall St. Rank hold DWTR as of Q4 2017.

Moloney Securities Asset Management reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q4 2017 after selling out during the quarter.
Moloney Securities Asset Management sold 8,090 Invesco DWA Tactical Sector Rotation ETF shares in Q4 2017, an estimated $219K.
Moloney Securities Asset Management first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2016 and held it in 4 quarters.
Moloney Securities Asset Management's Invesco DWA Tactical Sector Rotation ETF position peaked at $305K in Q1 2017.
26 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q4 2017.

Based on Moloney Securities Asset Management's 13F filing for Q4 2017, filed 25 Jan 2018.