Gary Goldberg Planning Services’s Invesco Financial Preferred ETF PGF Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$20K	Hold	1,075	–	–	0.01%	298
2014 Q3	$19K	Sell	1,075 -425	-28%	-$7.68K	0.01%	320
2014 Q2	$27K	Hold	1,500	–	–	0.01%	277
2014 Q1	$27K	Buy	1,500 +1,497	+49,900%	+$26.2K	0.01%	257
2013 Q4	$0	Hold	3	–	–	﹤0.01%	350
2013 Q3	$0	Hold	3	–	–	﹤0.01%	371
2013 Q2	$0	Buy	+3	New	+$55	﹤0.01%	365

Other funds holding PGF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Gary Goldberg Planning Services's PGF Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Invesco Financial Preferred ETF (PGF) position steady in Q4 2014 at 1,075 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #298.

Gary Goldberg Planning Services first reported a position in PGF in Q2 2013 and has held it in 7 quarters since. The position peaked at $27K in Q2 2014. 114 funds tracked by Wall St. Rank hold PGF as of Q4 2014.

Gary Goldberg Planning Services held 1,075 shares of Invesco Financial Preferred ETF worth $20K as of Q4 2014.
Gary Goldberg Planning Services left its Invesco Financial Preferred ETF share count unchanged in Q4 2014.
Invesco Financial Preferred ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #298 holding.
Gary Goldberg Planning Services first reported a position in Invesco Financial Preferred ETF in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Invesco Financial Preferred ETF position peaked at $27K in Q2 2014.
114 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.