Long Wharf Investors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
CC
HNB
U
Long Wharf Investors's PGX Position: Q2 2014 in Review
Long Wharf Investors increased its Invesco Preferred ETF (PGX) stake by 4.6% in Q2 2014, buying an estimated $19.7K and bringing the position to 31,041 shares worth $454K. The position accounts for 0.36% of the portfolio, ranked #106.
Long Wharf Investors first reported a position in PGX in Q1 2014 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold PGX as of Q2 2014.
- Long Wharf Investors held 31,041 shares of Invesco Preferred ETF worth $454K as of Q2 2014.
- Long Wharf Investors bought 1,365 Invesco Preferred ETF shares in Q2 2014, an estimated $19.7K.
- Invesco Preferred ETF made up 0.36% of Long Wharf Investors's portfolio in Q2 2014, its #106 holding.
- Long Wharf Investors first reported a position in Invesco Preferred ETF in Q1 2014 and has held it in 2 quarters since.
- 148 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2014.
Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.