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Whitener Capital Management’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Whitener Capital Management’s Portfolio PUI Stock Details PUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,529
Closed -$42K – 488
2017
Q4 		$42K Buy
+1,529
New +$44K 0.04% 204

Other funds holding PUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Whitener Capital Management's PUI Position: Q1 2018 in Review

Whitener Capital Management sold out of Invesco Dorsey Wright Utilities Momentum ETF (PUI) in Q1 2018, closing a stake of 1,529 shares — an estimated $42K sold.

Whitener Capital Management first reported a position in PUI in Q4 2017 and held it in 1 quarter. The position peaked at $42K in Q4 2017. 26 funds tracked by Wall St. Rank hold PUI as of Q1 2018.

  • Whitener Capital Management reported no remaining Invesco Dorsey Wright Utilities Momentum ETF position as of Q1 2018 after selling out during the quarter.
  • Whitener Capital Management sold 1,529 Invesco Dorsey Wright Utilities Momentum ETF shares in Q1 2018, an estimated $42K.
  • Whitener Capital Management first reported a position in Invesco Dorsey Wright Utilities Momentum ETF in Q4 2017 and held it in 1 quarter.
  • Whitener Capital Management's Invesco Dorsey Wright Utilities Momentum ETF position peaked at $42K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held Invesco Dorsey Wright Utilities Momentum ETF as of Q1 2018.

Based on Whitener Capital Management's 13F filing for Q1 2018, filed 23 Apr 2018.