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Wealthfront’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Wealthfront’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1
Closed – – 846
2015
Q3 		$0 Buy
+1
New +$24 ﹤0.01% 1390

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Wealthfront's PIZ Position: Q4 2015 in Review

Wealthfront sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in PIZ in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 59 funds tracked by Wall St. Rank hold PIZ as of Q4 2015.

  • Wealthfront reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 Invesco Dorsey Wright Developed Markets Momentum ETF share in Q4 2015.
  • Wealthfront first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $0 in Q3 2015.
  • 59 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2015.

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