BAC
PGF icon

Boys Arnold & Co’s Invesco Financial Preferred ETF PGF Stock Holding History

Boys Arnold & Co’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
2013
Q4 		– Sell
-14,950
Closed -$256K – 196
2013
Q3 		$256K Sell
14,950
-3,400
-19% -$59K 0.05% 170
2013
Q2 		$328K Buy
+18,350
New +$337K 0.07% 156

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 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

Boys Arnold & Co's PGF Position: Q4 2013 in Review

Boys Arnold & Co sold out of Invesco Financial Preferred ETF (PGF) in Q4 2013, closing a stake of 14,950 shares — an estimated $256K sold.

Boys Arnold & Co first reported a position in PGF in Q2 2013 and held it in 2 quarters. The position peaked at $328K in Q2 2013. 107 funds tracked by Wall St. Rank hold PGF as of Q4 2013.

  • Boys Arnold & Co reported no remaining Invesco Financial Preferred ETF position as of Q4 2013 after selling out during the quarter.
  • Boys Arnold & Co sold 14,950 Invesco Financial Preferred ETF shares in Q4 2013, an estimated $256K.
  • Boys Arnold & Co first reported a position in Invesco Financial Preferred ETF in Q2 2013 and held it in 2 quarters.
  • Boys Arnold & Co's Invesco Financial Preferred ETF position peaked at $328K in Q2 2013.
  • 107 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2013.

Based on Boys Arnold & Co's 13F filing for Q4 2013, filed 16 Jan 2014.