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Capital Investment Advisory Services’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Capital Investment Advisory Services’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-150
Closed -$5K – 1256
2018
Q4 		$5K Buy
+150
New +$5.08K ﹤0.01% 939

Other funds holding PGJ

MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Investment Advisory Services's PGJ Position: Q1 2019 in Review

Capital Investment Advisory Services sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2019, closing a stake of 150 shares — an estimated $5K sold.

Capital Investment Advisory Services first reported a position in PGJ in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 52 funds tracked by Wall St. Rank hold PGJ as of Q1 2019.

  • Capital Investment Advisory Services reported no remaining Invesco Golden Dragon China ETF position as of Q1 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 150 Invesco Golden Dragon China ETF shares in Q1 2019, an estimated $5K.
  • Capital Investment Advisory Services first reported a position in Invesco Golden Dragon China ETF in Q4 2018 and held it in 1 quarter.
  • Capital Investment Advisory Services's Invesco Golden Dragon China ETF position peaked at $5K in Q4 2018.
  • 52 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2019.

Based on Capital Investment Advisory Services's 13F filing for Q1 2019, filed 23 Apr 2019.