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Exchange Capital Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Exchange Capital Management’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,149
Closed -$41K – 214
2016
Q3 		$41K Buy
+2,149
New +$41.4K 0.02% 113

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Exchange Capital Management's PGF Position: Q4 2016 in Review

Exchange Capital Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2016, closing a stake of 2,149 shares — an estimated $41K sold.

Exchange Capital Management first reported a position in PGF in Q3 2016 and held it in 1 quarter. The position peaked at $41K in Q3 2016. 158 funds tracked by Wall St. Rank hold PGF as of Q4 2016.

  • Exchange Capital Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2016 after selling out during the quarter.
  • Exchange Capital Management sold 2,149 Invesco Financial Preferred ETF shares in Q4 2016, an estimated $41K.
  • Exchange Capital Management first reported a position in Invesco Financial Preferred ETF in Q3 2016 and held it in 1 quarter.
  • Exchange Capital Management's Invesco Financial Preferred ETF position peaked at $41K in Q3 2016.
  • 158 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2016.

Based on Exchange Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.