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Apex Capital Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Apex Capital Management’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,525
Closed -$229K – 277
2013
Q4 		$229K Buy
+13,525
New +$231K 0.01% 248

Other funds holding PGF

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Apex Capital Management's PGF Position: Q1 2014 in Review

Apex Capital Management sold out of Invesco Financial Preferred ETF (PGF) in Q1 2014, closing a stake of 13,525 shares — an estimated $229K sold.

Apex Capital Management first reported a position in PGF in Q4 2013 and held it in 1 quarter. The position peaked at $229K in Q4 2013. 112 funds tracked by Wall St. Rank hold PGF as of Q1 2014.

  • Apex Capital Management reported no remaining Invesco Financial Preferred ETF position as of Q1 2014 after selling out during the quarter.
  • Apex Capital Management sold 13,525 Invesco Financial Preferred ETF shares in Q1 2014, an estimated $229K.
  • Apex Capital Management first reported a position in Invesco Financial Preferred ETF in Q4 2013 and held it in 1 quarter.
  • Apex Capital Management's Invesco Financial Preferred ETF position peaked at $229K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q1 2014.

Based on Apex Capital Management's 13F filing for Q1 2014, filed 29 Apr 2014.