Kings Point Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Kings Point Capital Management’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
2017 Q3	–	Sell	-1,000	Closed	-$15K	–	369
2017 Q2	$15K	Sell	1,000 -750	-43%	-$11.3K	﹤0.01%	308
2017 Q1	$26K	Sell	1,750 -250	-13%	-$3.66K	0.01%	277
2016 Q4	$28K	Sell	2,000 -1,000	-33%	-$14.6K	0.01%	239
2016 Q3	$45K	Hold	3,000	–	–	0.01%	192
2016 Q2	$46K	Hold	3,000	–	–	0.01%	192
2016 Q1	$45K	Hold	3,000	–	–	0.01%	185
2015 Q4	$45K	Hold	3,000	–	–	0.01%	206
2015 Q3	$44K	Hold	3,000	–	–	0.01%	229
2015 Q2	$44K	Hold	3,000	–	–	0.01%	225
2015 Q1	$45K	Hold	3,000	–	–	0.01%	223
2014 Q4	$44K	Hold	3,000	–	–	0.01%	211
2014 Q3	$43K	Hold	3,000	–	–	0.01%	196
2014 Q2	$44K	Hold	3,000	–	–	0.01%	192
2014 Q1	$43K	Hold	3,000	–	–	0.01%	184
2013 Q4	$40K	Hold	3,000	–	–	0.01%	182
2013 Q3	$41K	Hold	3,000	–	–	0.02%	189
2013 Q2	$43K	Buy	+3,000	New	+$44.2K	0.02%	195

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Kings Point Capital Management's PGX Position: Q3 2017 in Review

Kings Point Capital Management sold out of Invesco Preferred ETF (PGX) in Q3 2017, closing a stake of 1,000 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in PGX in Q2 2013 and held it in 17 quarters. The position peaked at $46K in Q2 2016. 261 funds tracked by Wall St. Rank hold PGX as of Q3 2017.

Kings Point Capital Management reported no remaining Invesco Preferred ETF position as of Q3 2017 after selling out during the quarter.
Kings Point Capital Management sold 1,000 Invesco Preferred ETF shares in Q3 2017, an estimated $15K.
Kings Point Capital Management first reported a position in Invesco Preferred ETF in Q2 2013 and held it in 17 quarters.
Kings Point Capital Management's Invesco Preferred ETF position peaked at $46K in Q2 2016.
261 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2017.

Based on Kings Point Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.