Winslow Evans & Crocker’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Winslow Evans & Crocker’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
2018 Q1	–	Sell	-300	Closed	-$15.5K	–	1145
2017 Q4	$15.5K	Hold	300	–	–	0.01%	714
2017 Q3	$14.6K	Sell	300 -615	-67%	-$29.5K	﹤0.01%	740
2017 Q2	$42.8K	Sell	915 -1	-0.1%	-$46	0.01%	587
2017 Q1	$41.4K	Hold	916	–	–	0.01%	574
2016 Q4	$38.4K	Buy	916 +300	+49%	+$12.5K	0.01%	595
2016 Q3	$26.1K	Sell	616 -2,672	-81%	-$114K	0.01%	676
2016 Q2	$138K	Sell	3,288 -623	-16%	-$25.6K	0.04%	320
2016 Q1	$159K	Sell	3,911 -1	-0%	-$39	0.05%	297
2015 Q4	$162K	Buy	3,912 +3,076	+368%	+$129K	0.05%	324
2015 Q3	$33.6K	Buy	836 +386	+86%	+$16.5K	0.01%	585
2015 Q2	$19.4K	Buy	+450	New	+$19.5K	0.01%	767

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's PDP Position: Q1 2018 in Review

Winslow Evans & Crocker sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q1 2018, closing a stake of 300 shares — an estimated $15.5K sold.

Winslow Evans & Crocker first reported a position in PDP in Q2 2015 and held it in 11 quarters. The position peaked at $162K in Q4 2015. 153 funds tracked by Wall St. Rank hold PDP as of Q1 2018.

Winslow Evans & Crocker reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q1 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 300 Invesco Dorsey Wright Momentum ETF shares in Q1 2018, an estimated $15.5K.
Winslow Evans & Crocker first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2015 and held it in 11 quarters.
Winslow Evans & Crocker's Invesco Dorsey Wright Momentum ETF position peaked at $162K in Q4 2015.
153 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q1 2018.

Based on Winslow Evans & Crocker's 13F filing for Q1 2018, filed 26 Apr 2018.