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Samalin Investment Counsel’s Invesco International Dividend Achievers ETF PID Stock Holding History

Samalin Investment Counsel’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,305
Closed -$39K – 424
2019
Q4 		$39K Buy
+2,305
New +$37.7K 0.03% 310

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Samalin Investment Counsel's PID Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Invesco International Dividend Achievers ETF (PID) in Q1 2020, closing a stake of 2,305 shares — an estimated $39K sold.

Samalin Investment Counsel first reported a position in PID in Q4 2019 and held it in 1 quarter. The position peaked at $39K in Q4 2019. 112 funds tracked by Wall St. Rank hold PID as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Invesco International Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 2,305 Invesco International Dividend Achievers ETF shares in Q1 2020, an estimated $39K.
  • Samalin Investment Counsel first reported a position in Invesco International Dividend Achievers ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Invesco International Dividend Achievers ETF position peaked at $39K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.