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John Overdeck’s Invesco Financial Preferred ETF PGF Stock Holding History

John Overdeck’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
2013
Q4 		– Sell
-13,256
Closed -$227K – 2326
2013
Q3 		$227K Buy
+13,256
New +$230K ﹤0.01% 1594

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

John Overdeck's PGF Position: Q4 2013 in Review

John Overdeck sold out of Invesco Financial Preferred ETF (PGF) in Q4 2013, closing a stake of 13,256 shares — an estimated $227K sold.

John Overdeck first reported a position in PGF in Q3 2013 and held it in 1 quarter. The position peaked at $227K in Q3 2013. 107 funds tracked by Wall St. Rank hold PGF as of Q4 2013.

  • John Overdeck reported no remaining Invesco Financial Preferred ETF position as of Q4 2013 after selling out during the quarter.
  • John Overdeck sold 13,256 Invesco Financial Preferred ETF shares in Q4 2013, an estimated $227K.
  • John Overdeck first reported a position in Invesco Financial Preferred ETF in Q3 2013 and held it in 1 quarter.
  • John Overdeck's Invesco Financial Preferred ETF position peaked at $227K in Q3 2013.
  • 107 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2013.

Based on Two Sigma Investments's 13F filing for Q4 2013, filed 14 Feb 2014.