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Cahill Financial Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Cahill Financial Advisors’s Portfolio PCEF Stock Details PCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100,471
Closed -$2.45M – 116
2013
Q4 		$2.45M Buy
+100,471
New +$2.41M 2.12% 12

Other funds holding PCEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
Moore Capital Management New York $6.74B AUM 45.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cahill Financial Advisors's PCEF Position: Q1 2014 in Review

Cahill Financial Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2014, closing a stake of 100,471 shares — an estimated $2.45M sold.

Cahill Financial Advisors first reported a position in PCEF in Q4 2013 and held it in 1 quarter. The position peaked at $2.45M in Q4 2013. 60 funds tracked by Wall St. Rank hold PCEF as of Q1 2014.

  • Cahill Financial Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q1 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 100,471 Invesco CEF Income Composite ETF shares in Q1 2014, an estimated $2.45M.
  • Cahill Financial Advisors first reported a position in Invesco CEF Income Composite ETF in Q4 2013 and held it in 1 quarter.
  • Cahill Financial Advisors's Invesco CEF Income Composite ETF position peaked at $2.45M in Q4 2013.
  • 60 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2014.

Based on Cahill Financial Advisors's 13F filing for Q1 2014, filed 14 May 2014.