Winslow Evans & Crocker’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,000	Closed	-$22.7K	–	1316
2016 Q2	$22.7K	Hold	1,000	–	–	0.01%	671
2016 Q1	$23.1K	Hold	1,000	–	–	0.01%	661
2015 Q4	$23.7K	Hold	1,000	–	–	0.01%	705
2015 Q3	$22.5K	Hold	1,000	–	–	0.01%	690
2015 Q2	$23.9K	Hold	1,000	–	–	0.01%	723
2015 Q1	$24.9K	Hold	1,000	–	–	0.01%	684
2014 Q4	$24K	Buy	+1,000	New	+$24.1K	0.01%	685

Other funds holding PIZ

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LFG

LifePlan Financial Group Dayton, Ohio $232M AUM 8.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Winslow Evans & Crocker's PIZ Position: Q3 2016 in Review

Winslow Evans & Crocker sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q3 2016, closing a stake of 1,000 shares — an estimated $22.7K sold.

Winslow Evans & Crocker first reported a position in PIZ in Q4 2014 and held it in 7 quarters. The position peaked at $24.9K in Q1 2015. 48 funds tracked by Wall St. Rank hold PIZ as of Q3 2016.

Winslow Evans & Crocker reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q3 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 1,000 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q3 2016, an estimated $22.7K.
Winslow Evans & Crocker first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2014 and held it in 7 quarters.
Winslow Evans & Crocker's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $24.9K in Q1 2015.
48 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q3 2016.

Based on Winslow Evans & Crocker's 13F filing for Q3 2016, filed 21 Oct 2016.