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Contravisory Investment Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Contravisory Investment 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
2014
Q4 		– Sell
-780
Closed -$23K – 171
2014
Q3 		$23K Hold
780
– – ﹤0.01% 99
2014
Q2 		$24K Buy
+780
New +$22.6K ﹤0.01% 98

Other funds holding PGJ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Contravisory Investment Management's PGJ Position: Q4 2014 in Review

Contravisory Investment Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2014, closing a stake of 780 shares — an estimated $23K sold.

Contravisory Investment Management first reported a position in PGJ in Q2 2014 and held it in 2 quarters. The position peaked at $24K in Q2 2014. 45 funds tracked by Wall St. Rank hold PGJ as of Q4 2014.

  • Contravisory Investment Management reported no remaining Invesco Golden Dragon China ETF position as of Q4 2014 after selling out during the quarter.
  • Contravisory Investment Management sold 780 Invesco Golden Dragon China ETF shares in Q4 2014, an estimated $23K.
  • Contravisory Investment Management first reported a position in Invesco Golden Dragon China ETF in Q2 2014 and held it in 2 quarters.
  • Contravisory Investment Management's Invesco Golden Dragon China ETF position peaked at $24K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2014.

Based on Contravisory Investment Management's 13F filing for Q4 2014, filed 12 Jan 2015.