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Fusion Investment Group’s Invesco Preferred ETF PGX Stock Holding History

Fusion Investment Group’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-942
Closed -$14K – 174
2014
Q3 		$14K Buy
+942
New +$13.7K 0.01% 162

Other funds holding PGX

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 Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fusion Investment Group's PGX Position: Q4 2014 in Review

Fusion Investment Group sold out of Invesco Preferred ETF (PGX) in Q4 2014, closing a stake of 942 shares — an estimated $14K sold.

Fusion Investment Group first reported a position in PGX in Q3 2014 and held it in 1 quarter. The position peaked at $14K in Q3 2014. 166 funds tracked by Wall St. Rank hold PGX as of Q4 2014.

  • Fusion Investment Group reported no remaining Invesco Preferred ETF position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 942 Invesco Preferred ETF shares in Q4 2014, an estimated $14K.
  • Fusion Investment Group first reported a position in Invesco Preferred ETF in Q3 2014 and held it in 1 quarter.
  • Fusion Investment Group's Invesco Preferred ETF position peaked at $14K in Q3 2014.
  • 166 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.