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Valley National Advisers’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Valley National Advisers’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
2015
Q4 		– Sell
-469
Closed -$7K – 639
2015
Q3 		$7K Hold
469
– – ﹤0.01% 418
2015
Q2 		$8K Buy
+469
New +$8.76K ﹤0.01% 408

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Valley National Advisers's PIE Position: Q4 2015 in Review

Valley National Advisers sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q4 2015, closing a stake of 469 shares — an estimated $7K sold.

Valley National Advisers first reported a position in PIE in Q2 2015 and held it in 2 quarters. The position peaked at $8K in Q2 2015. 48 funds tracked by Wall St. Rank hold PIE as of Q4 2015.

  • Valley National Advisers reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Valley National Advisers sold 469 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q4 2015, an estimated $7K.
  • Valley National Advisers first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2015 and held it in 2 quarters.
  • Valley National Advisers's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $8K in Q2 2015.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q4 2015.

Based on Valley National Advisers's 13F filing for Q4 2015, filed 11 Feb 2016.