Kiley Juergens Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-100	Closed	-$3K	–	473
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	557
2018 Q2	$4K	Buy	+100	New	+$4.72K	﹤0.01%	502
2018 Q1	–	Sell	-100	Closed	-$4K	–	454
2017 Q4	$4K	Buy	+100	New	+$4.41K	﹤0.01%	590

Other funds holding PGJ

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 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

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

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Kiley Juergens Wealth Management's PGJ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in PGJ in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 47 funds tracked by Wall St. Rank hold PGJ as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 100 Invesco Golden Dragon China ETF shares in Q4 2018, an estimated $3K.
Kiley Juergens Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Invesco Golden Dragon China ETF position peaked at $4K in Q2 2018.
47 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.