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Wealthfront’s Invesco Dividend Achievers ETF PFM Stock Holding History

Wealthfront’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-150
Closed -$3K – 836
2015
Q3 		$3K Hold
150
– – ﹤0.01% 1154
2015
Q2 		$3K Hold
150
– – ﹤0.01% 1147
2015
Q1 		$3K Buy
+150
New +$3.23K ﹤0.01% 932

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront's PFM Position: Q4 2015 in Review

Wealthfront sold out of Invesco Dividend Achievers ETF (PFM) in Q4 2015, closing a stake of 150 shares — an estimated $3K sold.

Wealthfront first reported a position in PFM in Q1 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2015. 47 funds tracked by Wall St. Rank hold PFM as of Q4 2015.

  • Wealthfront reported no remaining Invesco Dividend Achievers ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 150 Invesco Dividend Achievers ETF shares in Q4 2015, an estimated $3K.
  • Wealthfront first reported a position in Invesco Dividend Achievers ETF in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Invesco Dividend Achievers ETF position peaked at $3K in Q3 2015.
  • 47 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.