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

TCI Wealth 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
2014
Q2 		– Sell
-68
Closed -$3K – 921
2014
Q1 		$3K Buy
+68
New +$2.52K ﹤0.01% 661

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TCI Wealth Advisors's PDP Position: Q2 2014 in Review

TCI Wealth Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2014, closing a stake of 68 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in PDP in Q1 2014 and held it in 1 quarter. The position peaked at $3K in Q1 2014. 90 funds tracked by Wall St. Rank hold PDP as of Q2 2014.

  • TCI Wealth Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 68 Invesco Dorsey Wright Momentum ETF shares in Q2 2014, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2014 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $3K in Q1 2014.
  • 90 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2014.

Based on TCI Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.