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WealthSource Partners’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

WealthSource Partners’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
2019
Q3 		– Sell
-12,142
Closed -$215K – 461
2019
Q2 		$215K Hold
12,142
– – 0.03% 409
2019
Q1 		$206K Sell
12,142
-85
-0.7% -$1.4K 0.05% 326
2018
Q4 		$190K Buy
12,227
+756
+7% +$12.3K 0.05% 289
2018
Q3 		$204K Buy
+11,471
New +$218K 0.05% 297

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WealthSource Partners's PIE Position: Q3 2019 in Review

WealthSource Partners sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q3 2019, closing a stake of 12,142 shares — an estimated $215K sold.

WealthSource Partners first reported a position in PIE in Q3 2018 and held it in 4 quarters. The position peaked at $215K in Q2 2019. 60 funds tracked by Wall St. Rank hold PIE as of Q3 2019.

  • WealthSource Partners reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 12,142 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q3 2019, an estimated $215K.
  • WealthSource Partners first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q3 2018 and held it in 4 quarters.
  • WealthSource Partners's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $215K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.