Woodmont Investment Counsel’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-346	Closed	-$15K	–	489
2016 Q3	$15K	Buy	+346	New	+$14.8K	﹤0.01%	414
2016 Q2	–	Sell	-346	Closed	-$14K	–	378
2016 Q1	$14K	Hold	346	–	–	﹤0.01%	383
2015 Q4	$14K	Hold	346	–	–	﹤0.01%	392
2015 Q3	$14K	Hold	346	–	–	﹤0.01%	391
2015 Q2	$15K	Buy	+346	New	+$15K	﹤0.01%	384

Other funds holding PDP

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

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

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Woodmont Investment Counsel's PDP Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2016, closing a stake of 346 shares — an estimated $15K sold.

Woodmont Investment Counsel first reported a position in PDP in Q2 2015 and held it in 5 quarters. The position peaked at $15K in Q3 2016. 115 funds tracked by Wall St. Rank hold PDP as of Q4 2016.

Woodmont Investment Counsel reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 346 Invesco Dorsey Wright Momentum ETF shares in Q4 2016, an estimated $15K.
Woodmont Investment Counsel first reported a position in Invesco Dorsey Wright Momentum ETF in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Invesco Dorsey Wright Momentum ETF position peaked at $15K in Q3 2016.
115 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.