MYCIO Wealth Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

MYCIO Wealth Partners’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,788	Closed	-$373K	–	282
2019 Q4	$373K	Hold	5,788	–	–	0.02%	234
2019 Q3	$352K	Hold	5,788	–	–	0.03%	220
2019 Q2	$349K	Hold	5,788	–	–	0.03%	212
2019 Q1	$328K	Hold	5,788	–	–	0.03%	205
2018 Q4	$281K	Hold	5,788	–	–	0.03%	211
2018 Q3	$345K	Hold	5,788	–	–	0.03%	196
2018 Q2	$320K	Hold	5,788	–	–	0.03%	204
2018 Q1	$305K	Hold	5,788	–	–	0.03%	184
2017 Q4	$299K	Sell	5,788 -6,778	-54%	-$344K	0.03%	192
2017 Q3	$611K	Hold	12,566	–	–	0.07%	118
2017 Q2	$588K	Hold	12,566	–	–	0.07%	114
2017 Q1	$569K	Hold	12,566	–	–	0.07%	124
2016 Q4	$528K	Hold	12,566	–	–	0.07%	118
2016 Q3	$533K	Sell	12,566 -1,553	-11%	-$66.3K	0.09%	98
2016 Q2	$594K	Buy	14,119 +13,225	+1,479%	+$544K	0.1%	88
2016 Q1	$36K	Buy	+894	New	+$34.7K	0.01%	356
2013 Q3	–	Sell	-140	Closed	-$4K	–	557
2013 Q2	$4K	Buy	+140	New	+$4.42K	﹤0.01%	478

Other funds holding PDP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

MYCIO Wealth Partners's PDP Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2020, closing a stake of 5,788 shares — an estimated $373K sold.

MYCIO Wealth Partners first reported a position in PDP in Q2 2013 and held it in 17 quarters. The position peaked at $611K in Q3 2017. 158 funds tracked by Wall St. Rank hold PDP as of Q1 2020.

MYCIO Wealth Partners reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 5,788 Invesco Dorsey Wright Momentum ETF shares in Q1 2020, an estimated $373K.
MYCIO Wealth Partners first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and held it in 17 quarters.
MYCIO Wealth Partners's Invesco Dorsey Wright Momentum ETF position peaked at $611K in Q3 2017.
158 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.