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IPG Investment Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

IPG Investment Advisors’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
2015
Q2 		– Sell
-44,000
Closed -$1.31M – 138
2015
Q1 		$1.31M Buy
44,000
+22,000
+100% +$629K 0.5% 38
2014
Q4 		$613K Buy
+22,000
New +$651K 0.24% 58

Other funds holding PGJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IPG Investment Advisors's PGJ Position: Q2 2015 in Review

IPG Investment Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2015, closing a stake of 44,000 shares — an estimated $1.31M sold.

IPG Investment Advisors first reported a position in PGJ in Q4 2014 and held it in 2 quarters. The position peaked at $1.31M in Q1 2015. 34 funds tracked by Wall St. Rank hold PGJ as of Q2 2015.

  • IPG Investment Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q2 2015 after selling out during the quarter.
  • IPG Investment Advisors sold 44,000 Invesco Golden Dragon China ETF shares in Q2 2015, an estimated $1.31M.
  • IPG Investment Advisors first reported a position in Invesco Golden Dragon China ETF in Q4 2014 and held it in 2 quarters.
  • IPG Investment Advisors's Invesco Golden Dragon China ETF position peaked at $1.31M in Q1 2015.
  • 34 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2015.

Based on IPG Investment Advisors's 13F filing for Q2 2015, filed 7 Aug 2015.