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

Reilly 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
2015
Q2 		– Sell
-1,542
Closed -$67K – 1407
2015
Q1 		$67K Buy
+1,542
New +$65.2K 0.01% 353

Other funds holding PDP

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Reilly Financial Advisors's PDP Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2015, closing a stake of 1,542 shares — an estimated $67K sold.

Reilly Financial Advisors first reported a position in PDP in Q1 2015 and held it in 1 quarter. The position peaked at $67K in Q1 2015. 108 funds tracked by Wall St. Rank hold PDP as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,542 Invesco Dorsey Wright Momentum ETF shares in Q2 2015, an estimated $67K.
  • Reilly Financial Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $67K in Q1 2015.
  • 108 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.