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Concert Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-92
Closed -$3K – 796
2016
Q3 		$3K Buy
+92
New +$2.86K ﹤0.01% 990

Other funds holding PGJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Concert Wealth Management's PGJ Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2016, closing a stake of 92 shares — an estimated $3K sold.

Concert Wealth Management first reported a position in PGJ in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 37 funds tracked by Wall St. Rank hold PGJ as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 92 Invesco Golden Dragon China ETF shares in Q4 2016, an estimated $3K.
  • Concert Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Golden Dragon China ETF position peaked at $3K in Q3 2016.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.