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NWAM LLC’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

NWAM LLC’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
Q1 		– Sell
-59,639
Closed -$1.58M – 280
2013
Q4 		$1.58M Sell
59,639
-7,898
-12% -$201K 0.84% 42
2013
Q3 		$1.69M Sell
67,537
-12,611
-16% -$292K 0.82% 43
2013
Q2 		$1.69M Buy
+80,148
New +$1.75M 0.85% 41

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NWAM LLC's PIZ Position: Q1 2014 in Review

NWAM LLC sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q1 2014, closing a stake of 59,639 shares — an estimated $1.58M sold.

NWAM LLC first reported a position in PIZ in Q2 2013 and held it in 3 quarters. The position peaked at $1.69M in Q3 2013. 67 funds tracked by Wall St. Rank hold PIZ as of Q1 2014.

  • NWAM LLC reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q1 2014 after selling out during the quarter.
  • NWAM LLC sold 59,639 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q1 2014, an estimated $1.58M.
  • NWAM LLC first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2013 and held it in 3 quarters.
  • NWAM LLC's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $1.69M in Q3 2013.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q1 2014.

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