NA
PIZ icon

Nottingham Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Nottingham Advisors’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
2014
Q3 		– Sell
-49,243
Closed -$1.3M – 57
2014
Q2 		$1.3M Buy
49,243
+4,978
+11% +$132K 0.46% 30
2014
Q1 		$1.19M Buy
44,265
+1,250
+3% +$33.1K 0.46% 28
2013
Q4 		$1.14M Buy
+43,015
New +$1.1M 0.38% 31

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nottingham Advisors's PIZ Position: Q3 2014 in Review

Nottingham Advisors sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2014, closing a stake of 49,243 shares — an estimated $1.3M sold.

Nottingham Advisors first reported a position in PIZ in Q4 2013 and held it in 3 quarters. The position peaked at $1.3M in Q2 2014. 66 funds tracked by Wall St. Rank hold PIZ as of Q3 2014.

  • Nottingham Advisors reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2014 after selling out during the quarter.
  • Nottingham Advisors sold 49,243 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2014, an estimated $1.3M.
  • Nottingham Advisors first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2013 and held it in 3 quarters.
  • Nottingham Advisors's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.3M in Q2 2014.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2014.

Based on Nottingham Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.