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Strategic Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Strategic Advisors’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
2017
Q1 		– Sell
-19,011
Closed -$798K – 139
2016
Q4 		$798K Sell
19,011
-10,746
-36% -$449K 0.42% 72
2016
Q3 		$1.26M Buy
29,757
+1,810
+6% +$77.3K 0.71% 51
2016
Q2 		$1.18M Buy
27,947
+9,588
+52% +$394K 0.68% 53
2016
Q1 		$749K Buy
+18,359
New +$713K 0.43% 75

Other funds holding PDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Strategic Advisors's PDP Position: Q1 2017 in Review

Strategic Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2017, closing a stake of 19,011 shares — an estimated $798K sold.

Strategic Advisors first reported a position in PDP in Q1 2016 and held it in 4 quarters. The position peaked at $1.26M in Q3 2016. 113 funds tracked by Wall St. Rank hold PDP as of Q1 2017.

  • Strategic Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2017 after selling out during the quarter.
  • Strategic Advisors sold 19,011 Invesco Dorsey Wright Momentum ETF shares in Q1 2017, an estimated $798K.
  • Strategic Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2016 and held it in 4 quarters.
  • Strategic Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $1.26M in Q3 2016.
  • 113 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2017.

Based on Strategic Advisors's 13F filing for Q1 2017, filed 3 May 2017.