Stifel Financial
DWTR

Stifel Financial’s Invesco DWA Tactical Sector Rotation ETF DWTR Stock Holding History

Stifel Financial’s Portfolio DWTR Stock Details DWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,900
Closed -$200K – 2591
2016
Q3 		$200K Buy
+7,900
New +$199K ﹤0.01% 2186
2016
Q1 		– Sell
-13,368
Closed -$337K – 2431
2015
Q4 		$337K Buy
+13,368
New +$343K ﹤0.01% 1852

Other funds holding DWTR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Stifel Financial's DWTR Position: Q4 2016 in Review

Stifel Financial sold out of Invesco DWA Tactical Sector Rotation ETF (DWTR) in Q4 2016, closing a stake of 7,900 shares — an estimated $200K sold.

Stifel Financial first reported a position in DWTR in Q4 2015 and held it in 2 quarters. The position peaked at $337K in Q4 2015. 33 funds tracked by Wall St. Rank hold DWTR as of Q4 2016.

  • Stifel Financial reported no remaining Invesco DWA Tactical Sector Rotation ETF position as of Q4 2016 after selling out during the quarter.
  • Stifel Financial sold 7,900 Invesco DWA Tactical Sector Rotation ETF shares in Q4 2016, an estimated $200K.
  • Stifel Financial first reported a position in Invesco DWA Tactical Sector Rotation ETF in Q4 2015 and held it in 2 quarters.
  • Stifel Financial's Invesco DWA Tactical Sector Rotation ETF position peaked at $337K in Q4 2015.
  • 33 funds tracked by Wall St. Rank held Invesco DWA Tactical Sector Rotation ETF as of Q4 2016.

Based on Stifel Financial's 13F filing for Q4 2016, filed 16 Feb 2017.