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Calton & Associates’s Invesco Dividend Achievers ETF PFM Stock Holding History

Calton & Associates’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,694
Closed -$73K – 1009
2017
Q4 		$73K Buy
+2,694
New +$68.8K 0.02% 563

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Calton & Associates's PFM Position: Q1 2018 in Review

Calton & Associates sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2018, closing a stake of 2,694 shares — an estimated $73K sold.

Calton & Associates first reported a position in PFM in Q4 2017 and held it in 1 quarter. The position peaked at $73K in Q4 2017. 65 funds tracked by Wall St. Rank hold PFM as of Q1 2018.

  • Calton & Associates reported no remaining Invesco Dividend Achievers ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,694 Invesco Dividend Achievers ETF shares in Q1 2018, an estimated $73K.
  • Calton & Associates first reported a position in Invesco Dividend Achievers ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco Dividend Achievers ETF position peaked at $73K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.