FHC
PFM icon

First Heartland Consultants’s Invesco Dividend Achievers ETF PFM Stock Holding History

First Heartland Consultants’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-905
Closed -$16K – 319
2013
Q2 		$16K Buy
+905
New +$16.6K 0.01% 336

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Heartland Consultants's PFM Position: Q3 2013 in Review

First Heartland Consultants sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2013, closing a stake of 905 shares — an estimated $16K sold.

First Heartland Consultants first reported a position in PFM in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 41 funds tracked by Wall St. Rank hold PFM as of Q3 2013.

  • First Heartland Consultants reported no remaining Invesco Dividend Achievers ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 905 Invesco Dividend Achievers ETF shares in Q3 2013, an estimated $16K.
  • First Heartland Consultants first reported a position in Invesco Dividend Achievers ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's Invesco Dividend Achievers ETF position peaked at $16K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.