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Sequoia Financial Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Sequoia Financial Advisors’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
2017
Q4 		– Sell
-18,640
Closed -$301K – 317
2017
Q3 		$301K Hold
18,640
– – 0.04% 210
2017
Q2 		$286K Buy
+18,640
New +$283K 0.04% 213

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sequoia Financial Advisors's PID Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2017, closing a stake of 18,640 shares — an estimated $301K sold.

Sequoia Financial Advisors first reported a position in PID in Q2 2017 and held it in 2 quarters. The position peaked at $301K in Q3 2017. 110 funds tracked by Wall St. Rank hold PID as of Q4 2017.

  • Sequoia Financial Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 18,640 Invesco International Dividend Achievers ETF shares in Q4 2017, an estimated $301K.
  • Sequoia Financial Advisors first reported a position in Invesco International Dividend Achievers ETF in Q2 2017 and held it in 2 quarters.
  • Sequoia Financial Advisors's Invesco International Dividend Achievers ETF position peaked at $301K in Q3 2017.
  • 110 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.