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Atwater Malick’s Invesco Financial Preferred ETF PGF Stock Holding History

Atwater Malick’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
2019
Q4 		– Sell
-873
Closed -$16K – 157
2019
Q3 		$16K Buy
+873
New +$16.3K 0.01% 117

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atwater Malick's PGF Position: Q4 2019 in Review

Atwater Malick sold out of Invesco Financial Preferred ETF (PGF) in Q4 2019, closing a stake of 873 shares — an estimated $16K sold.

Atwater Malick first reported a position in PGF in Q3 2019 and held it in 1 quarter. The position peaked at $16K in Q3 2019. 191 funds tracked by Wall St. Rank hold PGF as of Q4 2019.

  • Atwater Malick reported no remaining Invesco Financial Preferred ETF position as of Q4 2019 after selling out during the quarter.
  • Atwater Malick sold 873 Invesco Financial Preferred ETF shares in Q4 2019, an estimated $16K.
  • Atwater Malick first reported a position in Invesco Financial Preferred ETF in Q3 2019 and held it in 1 quarter.
  • Atwater Malick's Invesco Financial Preferred ETF position peaked at $16K in Q3 2019.
  • 191 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.