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Founders Bank & Trust’s Invesco Financial Preferred ETF PGF Stock Holding History

Founders Bank & Trust’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
2013
Q4 		– Sell
-427
Closed -$7K – 401
2013
Q3 		$7K Buy
+427
New +$7.41K ﹤0.01% 292

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Founders Bank & Trust's PGF Position: Q4 2013 in Review

Founders Bank & Trust sold out of Invesco Financial Preferred ETF (PGF) in Q4 2013, closing a stake of 427 shares — an estimated $7K sold.

Founders Bank & Trust first reported a position in PGF in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 107 funds tracked by Wall St. Rank hold PGF as of Q4 2013.

  • Founders Bank & Trust reported no remaining Invesco Financial Preferred ETF position as of Q4 2013 after selling out during the quarter.
  • Founders Bank & Trust sold 427 Invesco Financial Preferred ETF shares in Q4 2013, an estimated $7K.
  • Founders Bank & Trust first reported a position in Invesco Financial Preferred ETF in Q3 2013 and held it in 1 quarter.
  • Founders Bank & Trust's Invesco Financial Preferred ETF position peaked at $7K in Q3 2013.
  • 107 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2013.

Based on Founders Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.