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Strid Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Strid Group’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-38,261
Closed -$867K – 36
2016
Q3 		$867K Buy
+38,261
New +$875K 0.39% 11

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strid Group's PFM Position: Q4 2016 in Review

Strid Group sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2016, closing a stake of 38,261 shares — an estimated $867K sold.

Strid Group first reported a position in PFM in Q3 2016 and held it in 1 quarter. The position peaked at $867K in Q3 2016. 58 funds tracked by Wall St. Rank hold PFM as of Q4 2016.

  • Strid Group reported no remaining Invesco Dividend Achievers ETF position as of Q4 2016 after selling out during the quarter.
  • Strid Group sold 38,261 Invesco Dividend Achievers ETF shares in Q4 2016, an estimated $867K.
  • Strid Group first reported a position in Invesco Dividend Achievers ETF in Q3 2016 and held it in 1 quarter.
  • Strid Group's Invesco Dividend Achievers ETF position peaked at $867K in Q3 2016.
  • 58 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2016.

Based on Strid Group's 13F filing for Q4 2016, filed 15 Feb 2017.