RKL Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

RKL Wealth Management’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
2018 Q3	–	Sell	-13,415	Closed	-$742K	–	128
2018 Q2	$742K	Hold	13,415	–	–	0.17%	85
2018 Q1	$707K	Hold	13,415	–	–	0.17%	89
2017 Q4	$693K	Hold	13,415	–	–	0.17%	95
2017 Q3	$652K	Sell	13,415 -80	-0.6%	-$3.83K	0.18%	95
2017 Q2	$633K	Buy	13,495 +35	+0.3%	+$1.61K	0.2%	96
2017 Q1	$609K	Buy	+13,460	New	+$593K	0.25%	64

Other funds holding PDP

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RKL Wealth Management's PDP Position: Q3 2018 in Review

RKL Wealth Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2018, closing a stake of 13,415 shares — an estimated $742K sold.

RKL Wealth Management first reported a position in PDP in Q1 2017 and held it in 6 quarters. The position peaked at $742K in Q2 2018. 149 funds tracked by Wall St. Rank hold PDP as of Q3 2018.

RKL Wealth Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2018 after selling out during the quarter.
RKL Wealth Management sold 13,415 Invesco Dorsey Wright Momentum ETF shares in Q3 2018, an estimated $742K.
RKL Wealth Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2017 and held it in 6 quarters.
RKL Wealth Management's Invesco Dorsey Wright Momentum ETF position peaked at $742K in Q2 2018.
149 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2018.

Based on RKL Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.