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NWAM LLC’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

NWAM LLC’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-93,443
Closed -$1.7M – 279
2013
Q4 		$1.7M Sell
93,443
-6,316
-6% -$116K 0.9% 38
2013
Q3 		$1.8M Sell
99,759
-388
-0.4% -$7.02K 0.88% 39
2013
Q2 		$1.8M Buy
+100,147
New +$2M 0.91% 39

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

NWAM LLC's PIE Position: Q1 2014 in Review

NWAM LLC sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2014, closing a stake of 93,443 shares — an estimated $1.7M sold.

NWAM LLC first reported a position in PIE in Q2 2013 and held it in 3 quarters. The position peaked at $1.8M in Q3 2013. 47 funds tracked by Wall St. Rank hold PIE as of Q1 2014.

  • NWAM LLC reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2014 after selling out during the quarter.
  • NWAM LLC sold 93,443 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2014, an estimated $1.7M.
  • NWAM LLC first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and held it in 3 quarters.
  • NWAM LLC's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1.8M in Q3 2013.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2014.

Based on NWAM LLC's 13F filing for Q1 2014, filed 9 Sep 2016.