Winslow Evans & Crocker’s Invesco International Dividend Achievers ETF PID Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$0	Sell	29,543 -674	-2%	-$9.57K	﹤0.01%	1348
2020 Q3	$383K	Sell	30,217 -2,777	-8%	-$36K	0.09%	198
2020 Q2	$402K	Sell	32,994 -188	-0.6%	-$2.28K	0.11%	182
2020 Q1	$378K	Sell	33,182 -896	-3%	-$13.7K	0.12%	168
2019 Q4	$582K	Sell	34,078 -3,386	-9%	-$55.4K	0.15%	143
2019 Q3	$602K	Sell	37,464 -612	-2%	-$9.75K	0.17%	130
2019 Q2	$622K	Buy	38,076 +5,172	+16%	+$83.9K	0.17%	132
2019 Q1	$524K	Buy	32,904 +2,394	+8%	+$37.1K	0.15%	152
2018 Q4	$432K	Buy	+30,510	New	+$456K	0.15%	152
2016 Q4	–	Sell	-1,700	Closed	-$25K	–	1300
2016 Q3	$25K	Hold	1,700	–	–	0.01%	682
2016 Q2	$23.9K	Hold	1,700	–	–	0.01%	658
2016 Q1	$23.6K	Hold	1,700	–	–	0.01%	657
2015 Q4	$23.1K	Hold	1,700	–	–	0.01%	714
2015 Q3	$24.6K	Hold	1,700	–	–	0.01%	673
2015 Q2	$29.1K	Hold	1,700	–	–	0.01%	677
2015 Q1	$29.6K	Hold	1,700	–	–	0.01%	650
2014 Q4	$29.8K	Buy	+1,700	New	+$30.6K	0.01%	646

Other funds holding PID

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SLA

Silver Lake Advisory Cottonwood Heights, Utah $252M AUM 14.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Winslow Evans & Crocker's PID Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Invesco International Dividend Achievers ETF (PID) stake by 2.2% in Q4 2020, selling an estimated $9.57K and leaving 29,543 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Winslow Evans & Crocker first reported a position in PID in Q4 2014 and has held it in 17 quarters since. The position peaked at $622K in Q2 2019. 93 funds tracked by Wall St. Rank hold PID as of Q4 2020.

Winslow Evans & Crocker held 29,543 shares of Invesco International Dividend Achievers ETF worth $0 as of Q4 2020.
Winslow Evans & Crocker sold 674 Invesco International Dividend Achievers ETF shares in Q4 2020, an estimated $9.57K.
Invesco International Dividend Achievers ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1348 holding.
Winslow Evans & Crocker first reported a position in Invesco International Dividend Achievers ETF in Q4 2014 and has held it in 17 quarters since.
Winslow Evans & Crocker's Invesco International Dividend Achievers ETF position peaked at $622K in Q2 2019.
93 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.