United Capital Financial Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

United Capital Financial Advisors’s Portfolio PIE Stock Details PIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-12,915	Closed	-$265K	–	1347
2017 Q4	$265K	Sell	12,915 -8,945	-41%	-$178K	﹤0.01%	1154
2017 Q3	$415K	Sell	21,860 -7,450	-25%	-$138K	﹤0.01%	1013
2017 Q2	$506K	Sell	29,310 -118,130	-80%	-$1.99M	﹤0.01%	919
2017 Q1	$2.42M	Sell	147,440 -367,571	-71%	-$5.85M	0.02%	515
2016 Q4	$7.59M	Sell	515,011 -83,373	-14%	-$1.28M	0.07%	313
2016 Q3	$9.77M	Sell	598,384 -39,865	-6%	-$648K	0.09%	262
2016 Q2	$10.2M	Buy	+638,249	New	+$9.73M	0.1%	228
2016 Q1	–	Sell	-62,931	Closed	-$941K	–	1257
2015 Q4	$941K	Buy	62,931 +10,696	+20%	+$168K	0.01%	709
2015 Q3	$802K	Buy	+52,235	New	+$866K	0.01%	751

Other funds holding PIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

United Capital Financial Advisors's PIE Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2018, closing a stake of 12,915 shares — an estimated $265K sold.

United Capital Financial Advisors first reported a position in PIE in Q3 2015 and held it in 9 quarters. The position peaked at $10.2M in Q2 2016. 58 funds tracked by Wall St. Rank hold PIE as of Q1 2018.

United Capital Financial Advisors reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 12,915 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2018, an estimated $265K.
United Capital Financial Advisors first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2015 and held it in 9 quarters.
United Capital Financial Advisors's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $10.2M in Q2 2016.
58 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.