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Capital Directions Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-158
Closed -$2K – 113
2017
Q2 		$2K Buy
+158
New +$2.37K ﹤0.01% 104

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Capital Directions Investment Advisors's PGX Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2017, closing a stake of 158 shares — an estimated $2K sold.

Capital Directions Investment Advisors first reported a position in PGX in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 261 funds tracked by Wall St. Rank hold PGX as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining Invesco Preferred ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 158 Invesco Preferred ETF shares in Q3 2017, an estimated $2K.
  • Capital Directions Investment Advisors first reported a position in Invesco Preferred ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Invesco Preferred ETF position peaked at $2K in Q2 2017.
  • 261 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.