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Private Wealth Advisors (Pennsylvania)’s Invesco Dividend Achievers ETF PFM Stock Holding History

Private Wealth Advisors (Pennsylvania)’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,312
Closed -$205K – 121
2013
Q4 		$205K Buy
+10,312
New +$200K 0.11% 117

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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

Private Wealth Advisors (Pennsylvania)'s PFM Position: Q1 2014 in Review

Private Wealth Advisors (Pennsylvania) sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2014, closing a stake of 10,312 shares — an estimated $205K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in PFM in Q4 2013 and held it in 1 quarter. The position peaked at $205K in Q4 2013. 42 funds tracked by Wall St. Rank hold PFM as of Q1 2014.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Invesco Dividend Achievers ETF position as of Q1 2014 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 10,312 Invesco Dividend Achievers ETF shares in Q1 2014, an estimated $205K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Invesco Dividend Achievers ETF in Q4 2013 and held it in 1 quarter.
  • Private Wealth Advisors (Pennsylvania)'s Invesco Dividend Achievers ETF position peaked at $205K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2014.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2014, filed 24 Apr 2014.