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Tortoise Investment Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Tortoise Investment Management’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,200
Closed -$31K – 498
2017
Q2 		$31K Buy
+1,200
New +$29.9K 0.01% 256

Other funds holding PIZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tortoise Investment Management's PIZ Position: Q3 2017 in Review

Tortoise Investment Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2017, closing a stake of 1,200 shares — an estimated $31K sold.

Tortoise Investment Management first reported a position in PIZ in Q2 2017 and held it in 1 quarter. The position peaked at $31K in Q2 2017. 53 funds tracked by Wall St. Rank hold PIZ as of Q3 2017.

  • Tortoise Investment Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 1,200 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2017, an estimated $31K.
  • Tortoise Investment Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q2 2017 and held it in 1 quarter.
  • Tortoise Investment Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $31K in Q2 2017.
  • 53 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2017.

Based on Tortoise Investment Management's 13F filing for Q3 2017, filed 15 Nov 2017.