CFA
PCEF icon

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

Camarda 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
2015
Q1 		– Sell
-1,850
Closed -$44K – 274
2014
Q4 		$44K Buy
+1,850
New +$44.5K 0.03% 135

Other funds holding PCEF

CG
Cleary Gull Milwaukee, Wisconsin $106M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Camarda Financial Advisors's PCEF Position: Q1 2015 in Review

Camarda Financial Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2015, closing a stake of 1,850 shares — an estimated $44K sold.

Camarda Financial Advisors first reported a position in PCEF in Q4 2014 and held it in 1 quarter. The position peaked at $44K in Q4 2014. 78 funds tracked by Wall St. Rank hold PCEF as of Q1 2015.

  • Camarda Financial Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q1 2015 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,850 Invesco CEF Income Composite ETF shares in Q1 2015, an estimated $44K.
  • Camarda Financial Advisors first reported a position in Invesco CEF Income Composite ETF in Q4 2014 and held it in 1 quarter.
  • Camarda Financial Advisors's Invesco CEF Income Composite ETF position peaked at $44K in Q4 2014.
  • 78 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2015.

Based on Camarda Financial Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.