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Pathstone Family Office’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Pathstone Family Office’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
2013
Q3 		– Sell
-1,384
Closed -$25K – 392
2013
Q2 		$25K Buy
+1,384
New +$27.7K 0.03% 175

Other funds holding PIE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KC
Kingfisher Capital Charlotte, North Carolina $437M AUM 41.72% 1-Year Est. Return

Pathstone Family Office's PIE Position: Q3 2013 in Review

Pathstone Family Office sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2013, closing a stake of 1,384 shares — an estimated $25K sold.

Pathstone Family Office first reported a position in PIE in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 44 funds tracked by Wall St. Rank hold PIE as of Q3 2013.

  • Pathstone Family Office reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2013 after selling out during the quarter.
  • Pathstone Family Office sold 1,384 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2013, an estimated $25K.
  • Pathstone Family Office first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2013 and held it in 1 quarter.
  • Pathstone Family Office's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $25K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2013.

Based on Pathstone Family Office's 13F filing for Q3 2013, filed 28 Oct 2013.