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Placemark Investments’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Placemark Investments’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
2013
Q4 		– Sell
-17,631
Closed -$597K – 1645
2013
Q3 		$597K Sell
17,631
-8,099
-31% -$267K 0.01% 1017
2013
Q2 		$804K Buy
+25,730
New +$812K 0.02% 835

Other funds holding PDP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Placemark Investments's PDP Position: Q4 2013 in Review

Placemark Investments sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2013, closing a stake of 17,631 shares — an estimated $597K sold.

Placemark Investments first reported a position in PDP in Q2 2013 and held it in 2 quarters. The position peaked at $804K in Q2 2013. 69 funds tracked by Wall St. Rank hold PDP as of Q4 2013.

  • Placemark Investments reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2013 after selling out during the quarter.
  • Placemark Investments sold 17,631 Invesco Dorsey Wright Momentum ETF shares in Q4 2013, an estimated $597K.
  • Placemark Investments first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and held it in 2 quarters.
  • Placemark Investments's Invesco Dorsey Wright Momentum ETF position peaked at $804K in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2013.

Based on Placemark Investments's 13F filing for Q4 2013, filed 14 Feb 2014.