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Advisornet Financial’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Advisornet Financial’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
2018
Q3 		– Sell
-20
Closed -$1K – 1582
2018
Q2 		$1K Buy
+20
New +$943 ﹤0.01% 1491

Other funds holding PGJ

MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisornet Financial's PGJ Position: Q3 2018 in Review

Advisornet Financial sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2018, closing a stake of 20 shares — an estimated $1K sold.

Advisornet Financial first reported a position in PGJ in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 46 funds tracked by Wall St. Rank hold PGJ as of Q3 2018.

  • Advisornet Financial reported no remaining Invesco Golden Dragon China ETF position as of Q3 2018 after selling out during the quarter.
  • Advisornet Financial sold 20 Invesco Golden Dragon China ETF shares in Q3 2018, an estimated $1K.
  • Advisornet Financial first reported a position in Invesco Golden Dragon China ETF in Q2 2018 and held it in 1 quarter.
  • Advisornet Financial's Invesco Golden Dragon China ETF position peaked at $1K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2018.

Based on Advisornet Financial's 13F filing for Q3 2018, filed 14 Nov 2018.