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Kistler-Tiffany Companies’s Invesco Financial Preferred ETF PGF Stock Holding History

Kistler-Tiffany Companies’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
2018
Q2 		– Sell
-1,825
Closed -$34K – 597
2018
Q1 		$34K Hold
1,825
– – 0.01% 313
2017
Q4 		$34K Hold
1,825
– – 0.01% 317
2017
Q3 		$35K Buy
+1,825
New +$34.7K 0.01% 314

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Kistler-Tiffany Companies's PGF Position: Q2 2018 in Review

Kistler-Tiffany Companies sold out of Invesco Financial Preferred ETF (PGF) in Q2 2018, closing a stake of 1,825 shares — an estimated $34K sold.

Kistler-Tiffany Companies first reported a position in PGF in Q3 2017 and held it in 3 quarters. The position peaked at $35K in Q3 2017. 172 funds tracked by Wall St. Rank hold PGF as of Q2 2018.

  • Kistler-Tiffany Companies reported no remaining Invesco Financial Preferred ETF position as of Q2 2018 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 1,825 Invesco Financial Preferred ETF shares in Q2 2018, an estimated $34K.
  • Kistler-Tiffany Companies first reported a position in Invesco Financial Preferred ETF in Q3 2017 and held it in 3 quarters.
  • Kistler-Tiffany Companies's Invesco Financial Preferred ETF position peaked at $35K in Q3 2017.
  • 172 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2018.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2018, filed 17 Jul 2018.