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Wela Strategies’s Invesco International Dividend Achievers ETF PID Stock Holding History

Wela Strategies’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-58,209
Closed -$895K – 35
2017
Q2 		$895K Sell
58,209
-160
-0.3% -$2.43K 0.82% 21
2017
Q1 		$878K Buy
+58,369
New +$866K 0.86% 22

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wela Strategies's PID Position: Q3 2017 in Review

Wela Strategies sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2017, closing a stake of 58,209 shares — an estimated $895K sold.

Wela Strategies first reported a position in PID in Q1 2017 and held it in 2 quarters. The position peaked at $895K in Q2 2017. 91 funds tracked by Wall St. Rank hold PID as of Q3 2017.

  • Wela Strategies reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2017 after selling out during the quarter.
  • Wela Strategies sold 58,209 Invesco International Dividend Achievers ETF shares in Q3 2017, an estimated $895K.
  • Wela Strategies first reported a position in Invesco International Dividend Achievers ETF in Q1 2017 and held it in 2 quarters.
  • Wela Strategies's Invesco International Dividend Achievers ETF position peaked at $895K in Q2 2017.
  • 91 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2017.

Based on Wela Strategies's 13F filing for Q3 2017, filed 20 Oct 2017.