Winslow Evans & Crocker’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Winslow Evans & Crocker’s Portfolio PIE Stock Details PIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-126	Closed	-$2.69K	–	1156
2018 Q1	$2.69K	Hold	126	–	–	﹤0.01%	985
2017 Q4	$2.57K	Hold	126	–	–	﹤0.01%	1008
2017 Q3	$2.37K	Buy	126 +1	+0.8%	+$19	﹤0.01%	1016
2017 Q2	$2.16K	Sell	125 -1	-0.8%	-$17	﹤0.01%	1179
2017 Q1	$2.05K	Hold	126	–	–	﹤0.01%	1142
2016 Q4	$1.84K	Sell	126 -112	-47%	-$1.73K	﹤0.01%	1155
2016 Q3	$3.87K	Hold	238	–	–	﹤0.01%	1102
2016 Q2	$3.72K	Buy	238 +1	+0.4%	+$15	﹤0.01%	1087
2016 Q1	$3.64K	Sell	237 -1	-0.4%	-$14	﹤0.01%	1081
2015 Q4	$3.54K	Hold	238	–	–	﹤0.01%	1140
2015 Q3	$3.64K	Sell	238 -270	-53%	-$4.48K	﹤0.01%	1088
2015 Q2	$9.18K	Buy	508 +126	+33%	+$2.35K	﹤0.01%	950
2015 Q1	$7.06K	Hold	382	–	–	﹤0.01%	964
2014 Q4	$6.71K	Hold	382	–	–	﹤0.01%	976
2014 Q3	$7.13K	Hold	382	–	–	﹤0.01%	977
2014 Q2	$7.11K	Hold	382	–	–	﹤0.01%	944
2014 Q1	$6.76K	Hold	382	–	–	﹤0.01%	954
2013 Q4	$7K	Buy	+382	New	+$7.04K	﹤0.01%	1039

Other funds holding PIE

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

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RJA

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

Winslow Evans & Crocker's PIE Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q2 2018, closing a stake of 126 shares — an estimated $2.69K sold.

Winslow Evans & Crocker first reported a position in PIE in Q4 2013 and held it in 18 quarters. The position peaked at $9.18K in Q2 2015. 62 funds tracked by Wall St. Rank hold PIE as of Q2 2018.

Winslow Evans & Crocker reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q2 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 126 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q2 2018, an estimated $2.69K.
Winslow Evans & Crocker first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q4 2013 and held it in 18 quarters.
Winslow Evans & Crocker's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $9.18K in Q2 2015.
62 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.