BRF
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B. Riley Financial’s Invesco Golden Dragon China ETF PGJ Stock Holding History

B. Riley 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
2017
Q4 		– Sell
-6,225
Closed -$269K – 336
2017
Q3 		$269K Buy
+6,225
New +$262K 0.07% 229

Other funds holding PGJ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Financial's PGJ Position: Q4 2017 in Review

B. Riley Financial sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2017, closing a stake of 6,225 shares — an estimated $269K sold.

B. Riley Financial first reported a position in PGJ in Q3 2017 and held it in 1 quarter. The position peaked at $269K in Q3 2017. 42 funds tracked by Wall St. Rank hold PGJ as of Q4 2017.

  • B. Riley Financial reported no remaining Invesco Golden Dragon China ETF position as of Q4 2017 after selling out during the quarter.
  • B. Riley Financial sold 6,225 Invesco Golden Dragon China ETF shares in Q4 2017, an estimated $269K.
  • B. Riley Financial first reported a position in Invesco Golden Dragon China ETF in Q3 2017 and held it in 1 quarter.
  • B. Riley Financial's Invesco Golden Dragon China ETF position peaked at $269K in Q3 2017.
  • 42 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2017.

Based on B. Riley Financial's 13F filing for Q4 2017, filed 9 Feb 2018.