HWG Holdings’s Invesco Preferred ETF PGX Stock Holding History

HWG Holdings’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
2016 Q4	–	Sell	-28,178	Closed	-$426K	–	29
2016 Q3	$426K	Buy	+28,178	New	+$431K	0.45%	31

Other funds holding PGX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HWG Holdings's PGX Position: Q4 2016 in Review

HWG Holdings sold out of Invesco Preferred ETF (PGX) in Q4 2016, closing a stake of 28,178 shares — an estimated $426K sold.

HWG Holdings first reported a position in PGX in Q3 2016 and held it in 1 quarter. The position peaked at $426K in Q3 2016. 232 funds tracked by Wall St. Rank hold PGX as of Q4 2016.

HWG Holdings reported no remaining Invesco Preferred ETF position as of Q4 2016 after selling out during the quarter.
HWG Holdings sold 28,178 Invesco Preferred ETF shares in Q4 2016, an estimated $426K.
HWG Holdings first reported a position in Invesco Preferred ETF in Q3 2016 and held it in 1 quarter.
HWG Holdings's Invesco Preferred ETF position peaked at $426K in Q3 2016.
232 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2016.

Based on HWG Holdings's 13F filing for Q4 2016, filed 21 Feb 2017.