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Wealthcare Capital Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-7,200
Closed -$133K – 739
2015
Q1 		$133K Buy
+7,200
New +$130K 0.02% 123

Other funds holding PIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthcare Capital Management's PIE Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2015, closing a stake of 7,200 shares — an estimated $133K sold.

Wealthcare Capital Management first reported a position in PIE in Q1 2015 and held it in 1 quarter. The position peaked at $133K in Q1 2015. 55 funds tracked by Wall St. Rank hold PIE as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 7,200 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2015, an estimated $133K.
  • Wealthcare Capital Management first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $133K in Q1 2015.
  • 55 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.