Sargent Bickham Lagudis’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Sargent Bickham Lagudis’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
2018 Q4	–	Sell	-86,859	Closed	-$1.54M	–	782
2018 Q3	$1.54M	Sell	86,859 -3,482	-4%	-$66.3K	0.18%	101
2018 Q2	$1.81M	Buy	+90,341	New	+$1.91M	0.22%	92

Other funds holding PIE

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sargent Bickham Lagudis's PIE Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2018, closing a stake of 86,859 shares — an estimated $1.54M sold.

Sargent Bickham Lagudis first reported a position in PIE in Q2 2018 and held it in 2 quarters. The position peaked at $1.81M in Q2 2018. 67 funds tracked by Wall St. Rank hold PIE as of Q4 2018.

Sargent Bickham Lagudis reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 86,859 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2018, an estimated $1.54M.
Sargent Bickham Lagudis first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2018 and held it in 2 quarters.
Sargent Bickham Lagudis's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $1.81M in Q2 2018.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.