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RiverFront Investment Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

RiverFront Investment Group’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
-269,608
Closed -$9.13M – 80
2013
Q3 		$9.13M Sell
269,608
-480,667
-64% -$15.8M 0.28% 47
2013
Q2 		$23.4M Buy
+750,275
New +$23.7M 0.79% 34

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

RiverFront Investment Group's PDP Position: Q4 2013 in Review

RiverFront Investment Group sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2013, closing a stake of 269,608 shares — an estimated $9.13M sold.

RiverFront Investment Group first reported a position in PDP in Q2 2013 and held it in 2 quarters. The position peaked at $23.4M in Q2 2013. 69 funds tracked by Wall St. Rank hold PDP as of Q4 2013.

  • RiverFront Investment Group reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2013 after selling out during the quarter.
  • RiverFront Investment Group sold 269,608 Invesco Dorsey Wright Momentum ETF shares in Q4 2013, an estimated $9.13M.
  • RiverFront Investment Group first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2013 and held it in 2 quarters.
  • RiverFront Investment Group's Invesco Dorsey Wright Momentum ETF position peaked at $23.4M in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2013.

Based on RiverFront Investment Group's 13F filing for Q4 2013, filed 12 Feb 2014.