FANJ
PGJ icon

Financial Architects (New Jersey)’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Financial Architects (New Jersey)’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
2017
Q4 		– Sell
-800
Closed -$35K – 1571
2017
Q3 		$35K Buy
+800
New +$33.6K 0.01% 800

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Financial Architects (New Jersey)'s PGJ Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2018, closing a stake of 305 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in PGJ in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 47 funds tracked by Wall St. Rank hold PGJ as of Q4 2018.

  • Financial Architects (New Jersey) reported no remaining Invesco Golden Dragon China ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 305 Invesco Golden Dragon China ETF shares in Q4 2018, an estimated $12K.
  • Financial Architects (New Jersey) first reported a position in Invesco Golden Dragon China ETF in Q4 2017 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Invesco Golden Dragon China ETF position peaked at $12K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.