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Tocqueville Asset Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Tocqueville Asset Management’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
Q3 		– Sell
-82
Closed -$3K – 1154
2014
Q2 		$3K Buy
+82
New +$3.08K ﹤0.01% 1631

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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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tocqueville Asset Management's PDP Position: Q3 2014 in Review

Tocqueville Asset Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q3 2014, closing a stake of 82 shares — an estimated $3K sold.

Tocqueville Asset Management first reported a position in PDP in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 86 funds tracked by Wall St. Rank hold PDP as of Q3 2014.

  • Tocqueville Asset Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q3 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 82 Invesco Dorsey Wright Momentum ETF shares in Q3 2014, an estimated $3K.
  • Tocqueville Asset Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2014 and held it in 1 quarter.
  • Tocqueville Asset Management's Invesco Dorsey Wright Momentum ETF position peaked at $3K in Q2 2014.
  • 86 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q3 2014.

Based on Tocqueville Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.