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Pathway Financial Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Pathway Financial Advisors’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,189
Closed -$66K – 287
2018
Q2 		$66K Buy
1,189
+114
+11% +$6.24K 0.04% 209
2018
Q1 		$57K Sell
1,075
-636
-37% -$34K 0.03% 228
2017
Q4 		$88K Buy
+1,711
New +$86.9K 0.05% 176

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pathway Financial Advisors's PDP Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2018, closing a stake of 1,189 shares — an estimated $66K sold.

Pathway Financial Advisors first reported a position in PDP in Q4 2017 and held it in 3 quarters. The position peaked at $88K in Q4 2017. 149 funds tracked by Wall St. Rank hold PDP as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,189 Invesco Dorsey Wright Momentum ETF shares in Q3 2018, an estimated $66K.
  • Pathway Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $88K in Q4 2017.
  • 149 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.