1IC
PGJ icon

1919 Investment Counsel’s Invesco Golden Dragon China ETF PGJ Stock Holding History

1919 Investment Counsel’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,000
Closed -$22K – 1027
2013
Q2 		$22K Buy
+1,000
New +$20.2K ﹤0.01% 772

Other funds holding PGJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
TL
Tirschwell & Loewy New York $731M AUM 15.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

1919 Investment Counsel's PGJ Position: Q3 2013 in Review

1919 Investment Counsel sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2013, closing a stake of 1,000 shares — an estimated $22K sold.

1919 Investment Counsel first reported a position in PGJ in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 34 funds tracked by Wall St. Rank hold PGJ as of Q3 2013.

  • 1919 Investment Counsel reported no remaining Invesco Golden Dragon China ETF position as of Q3 2013 after selling out during the quarter.
  • 1919 Investment Counsel sold 1,000 Invesco Golden Dragon China ETF shares in Q3 2013, an estimated $22K.
  • 1919 Investment Counsel first reported a position in Invesco Golden Dragon China ETF in Q2 2013 and held it in 1 quarter.
  • 1919 Investment Counsel's Invesco Golden Dragon China ETF position peaked at $22K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2013.

Based on 1919 Investment Counsel's 13F filing for Q3 2013, filed 14 Nov 2013.