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Well Done LLC’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Well Done LLC’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-23
Closed -$1K – 501
2018
Q4 		$1K Sell
23
-11,159
-100% -$586K ﹤0.01% 724
2018
Q3 		$666K Buy
11,182
+158
+1% +$9.17K 0.19% 69
2018
Q2 		$610K Sell
11,024
-582
-5% -$31.9K 0.18% 68
2018
Q1 		$611K Sell
11,606
-744
-6% -$39.8K 0.19% 57
2017
Q4 		$638K Sell
12,350
-295
-2% -$15K 0.21% 58
2017
Q3 		$615K Hold
12,645
– – 0.19% 73
2017
Q2 		$592K Hold
12,645
– – 0.21% 53
2017
Q1 		$573K Hold
12,645
– – 0.2% 55
2016
Q4 		$531K Hold
12,645
– – 0.2% 56
2016
Q3 		$14.2K Hold
12,645
– – 5.1% 5
2016
Q2 		$532K Sell
12,645
-1,399
-10% -$57.5K 0.19% 50
2016
Q1 		$573K Sell
14,044
-46
-0.3% -$1.78K 0.21% 46
2015
Q4 		$583K Buy
+14,090
New +$591K 0.21% 47

Other funds holding PDP

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Well Done LLC's PDP Position: Q1 2019 in Review

Well Done LLC sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2019, closing a stake of 23 shares — an estimated $1K sold.

Well Done LLC first reported a position in PDP in Q4 2015 and held it in 13 quarters. The position peaked at $666K in Q3 2018. 157 funds tracked by Wall St. Rank hold PDP as of Q1 2019.

  • Well Done LLC reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 23 Invesco Dorsey Wright Momentum ETF shares in Q1 2019, an estimated $1K.
  • Well Done LLC first reported a position in Invesco Dorsey Wright Momentum ETF in Q4 2015 and held it in 13 quarters.
  • Well Done LLC's Invesco Dorsey Wright Momentum ETF position peaked at $666K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.