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One Capital Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

One Capital Management’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
Q4 		– Sell
-2,500
Closed -$61K – 376
2014
Q3 		$61K Buy
+2,500
New +$64K 0.02% 213

Other funds holding PIZ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

One Capital Management's PIZ Position: Q4 2014 in Review

One Capital Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2014, closing a stake of 2,500 shares — an estimated $61K sold.

One Capital Management first reported a position in PIZ in Q3 2014 and held it in 1 quarter. The position peaked at $61K in Q3 2014. 64 funds tracked by Wall St. Rank hold PIZ as of Q4 2014.

  • One Capital Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 2,500 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2014, an estimated $61K.
  • One Capital Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2014 and held it in 1 quarter.
  • One Capital Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $61K in Q3 2014.
  • 64 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.