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EP Wealth Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

EP Wealth Advisors’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
2021
Q1 		– Sell
-1,600
Closed -$102K – 515
2020
Q4 		$102K Buy
+1,600
New +$92.1K ﹤0.01% 453

Other funds holding PGJ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EP Wealth Advisors's PGJ Position: Q1 2021 in Review

EP Wealth Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2021, closing a stake of 1,600 shares — an estimated $102K sold.

EP Wealth Advisors first reported a position in PGJ in Q4 2020 and held it in 1 quarter. The position peaked at $102K in Q4 2020. 55 funds tracked by Wall St. Rank hold PGJ as of Q1 2021.

  • EP Wealth Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q1 2021 after selling out during the quarter.
  • EP Wealth Advisors sold 1,600 Invesco Golden Dragon China ETF shares in Q1 2021, an estimated $102K.
  • EP Wealth Advisors first reported a position in Invesco Golden Dragon China ETF in Q4 2020 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco Golden Dragon China ETF position peaked at $102K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2021.

Based on EP Wealth Advisors's 13F filing for Q1 2021, filed 17 May 2021.