FHA
PGJ icon

Flagship Harbor Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-100
Closed -$5K – 1392
2020
Q3 		$5K Buy
+100
New +$5.21K ﹤0.01% 1541
2018
Q3 		– Sell
-210
Closed -$9K – 2118
2018
Q2 		$9K Buy
+210
New +$9.9K ﹤0.01% 1427

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Flagship Harbor Advisors's PGJ Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Flagship Harbor Advisors first reported a position in PGJ in Q2 2018 and held it in 2 quarters. The position peaked at $9K in Q2 2018. 50 funds tracked by Wall St. Rank hold PGJ as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 100 Invesco Golden Dragon China ETF shares in Q4 2020, an estimated $5K.
  • Flagship Harbor Advisors first reported a position in Invesco Golden Dragon China ETF in Q2 2018 and held it in 2 quarters.
  • Flagship Harbor Advisors's Invesco Golden Dragon China ETF position peaked at $9K in Q2 2018.
  • 50 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.