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BB&T Investment Services’s Invesco Preferred ETF PGX Stock Holding History

BB&T Investment Services’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-723
Closed -$11K – 1198
2017
Q1 		$11K Buy
+723
New +$10.6K ﹤0.01% 701

Other funds holding PGX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BB&T Investment Services's PGX Position: Q2 2017 in Review

BB&T Investment Services sold out of Invesco Preferred ETF (PGX) in Q2 2017, closing a stake of 723 shares — an estimated $11K sold.

BB&T Investment Services first reported a position in PGX in Q1 2017 and held it in 1 quarter. The position peaked at $11K in Q1 2017. 269 funds tracked by Wall St. Rank hold PGX as of Q2 2017.

  • BB&T Investment Services reported no remaining Invesco Preferred ETF position as of Q2 2017 after selling out during the quarter.
  • BB&T Investment Services sold 723 Invesco Preferred ETF shares in Q2 2017, an estimated $11K.
  • BB&T Investment Services first reported a position in Invesco Preferred ETF in Q1 2017 and held it in 1 quarter.
  • BB&T Investment Services's Invesco Preferred ETF position peaked at $11K in Q1 2017.
  • 269 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2017.

Based on BB&T Investment Services's 13F filing for Q2 2017, filed 15 Aug 2017.