OneDigital Investment Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

OneDigital Investment Advisors’s Portfolio PID Stock Details PID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,384	Closed	-$23K	–	997
2019 Q2	$23K	Buy	1,384 +3	+0.2%	+$49	﹤0.01%	775
2019 Q1	$22K	Buy	1,381 +14	+1%	+$217	﹤0.01%	702
2018 Q4	$19K	Buy	1,367 +17	+1%	+$254	﹤0.01%	707
2018 Q3	$21K	Sell	1,350 -3,917	-74%	-$62.2K	﹤0.01%	650
2018 Q2	$82K	Buy	5,267 +15	+0.3%	+$237	0.02%	373
2018 Q1	$83K	Buy	5,252 +55	+1%	+$899	0.02%	389
2017 Q4	$86K	Buy	5,197 +49	+1%	+$788	0.01%	378
2017 Q3	$83K	Buy	5,148 +74	+1%	+$1.17K	0.03%	271
2017 Q2	$78K	Buy	+5,074	New	+$77K	0.02%	373

Other funds holding PID

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

RJA

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

OneDigital Investment Advisors's PID Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2019, closing a stake of 1,384 shares — an estimated $23K sold.

OneDigital Investment Advisors first reported a position in PID in Q2 2017 and held it in 9 quarters. The position peaked at $86K in Q4 2017. 103 funds tracked by Wall St. Rank hold PID as of Q3 2019.

OneDigital Investment Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,384 Invesco International Dividend Achievers ETF shares in Q3 2019, an estimated $23K.
OneDigital Investment Advisors first reported a position in Invesco International Dividend Achievers ETF in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Invesco International Dividend Achievers ETF position peaked at $86K in Q4 2017.
103 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.