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RegentAtlantic Capital’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-532
Closed -$21.8K – 765
2014
Q4 		$21.8K Buy
+532
New +$21.3K ﹤0.01% 743

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RegentAtlantic Capital's PDP Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2015, closing a stake of 532 shares — an estimated $21.8K sold.

RegentAtlantic Capital first reported a position in PDP in Q4 2014 and held it in 1 quarter. The position peaked at $21.8K in Q4 2014. 107 funds tracked by Wall St. Rank hold PDP as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 532 Invesco Dorsey Wright Momentum ETF shares in Q1 2015, an estimated $21.8K.
  • RegentAtlantic Capital first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Invesco Dorsey Wright Momentum ETF position peaked at $21.8K in Q4 2014.
  • 107 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.