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Integrated Wealth Management (Palm Desert)’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-205
Closed -$6K – 1351
2016
Q1 		$6K Buy
+205
New +$5.88K ﹤0.01% 820

Other funds holding PGJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PGJ Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2016, closing a stake of 205 shares — an estimated $7K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PGJ in Q1 2015 and held it in 6 quarters. The position peaked at $7K in Q3 2016. 37 funds tracked by Wall St. Rank hold PGJ as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Invesco Golden Dragon China ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 205 Invesco Golden Dragon China ETF shares in Q4 2016, an estimated $7K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Invesco Golden Dragon China ETF in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Invesco Golden Dragon China ETF position peaked at $7K in Q3 2016.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.