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TRUE Private Wealth Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

TRUE Private Wealth Advisors’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-690
Closed -$10.9K – 733
2018
Q3 		$10.9K Buy
+690
New +$11K ﹤0.01% 741

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

TRUE Private Wealth Advisors's PID Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2018, closing a stake of 690 shares — an estimated $10.9K sold.

TRUE Private Wealth Advisors first reported a position in PID in Q3 2018 and held it in 1 quarter. The position peaked at $10.9K in Q3 2018. 112 funds tracked by Wall St. Rank hold PID as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 690 Invesco International Dividend Achievers ETF shares in Q4 2018, an estimated $10.9K.
  • TRUE Private Wealth Advisors first reported a position in Invesco International Dividend Achievers ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Invesco International Dividend Achievers ETF position peaked at $10.9K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.