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RegentAtlantic Capital’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-458
Closed -$8.04K – 774
2014
Q4 		$8.04K Buy
+458
New +$8.32K ﹤0.01% 939

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RegentAtlantic Capital's PIE Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2015, closing a stake of 458 shares — an estimated $8.04K sold.

RegentAtlantic Capital first reported a position in PIE in Q4 2014 and held it in 1 quarter. The position peaked at $8.04K in Q4 2014. 54 funds tracked by Wall St. Rank hold PIE as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 458 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2015, an estimated $8.04K.
  • RegentAtlantic Capital first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $8.04K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2015.

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