OWM
PID icon

Orgel Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Orgel Wealth Management’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
2018
Q1 		– Sell
-14,559
Closed -$241K – 45
2017
Q4 		$241K Buy
+14,559
New +$234K 0.06% 39

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orgel Wealth Management's PID Position: Q1 2018 in Review

Orgel Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2018, closing a stake of 14,559 shares — an estimated $241K sold.

Orgel Wealth Management first reported a position in PID in Q4 2017 and held it in 1 quarter. The position peaked at $241K in Q4 2017. 109 funds tracked by Wall St. Rank hold PID as of Q1 2018.

  • Orgel Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2018 after selling out during the quarter.
  • Orgel Wealth Management sold 14,559 Invesco International Dividend Achievers ETF shares in Q1 2018, an estimated $241K.
  • Orgel Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q4 2017 and held it in 1 quarter.
  • Orgel Wealth Management's Invesco International Dividend Achievers ETF position peaked at $241K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2018.

Based on Orgel Wealth Management's 13F filing for Q1 2018, filed 25 Apr 2018.