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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco Preferred ETF PGX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2018
Q3 		– Sell
-3,000
Closed -$44K – 670
2018
Q2 		$44K Hold
3,000
– – ﹤0.01% 438
2018
Q1 		$44K Hold
3,000
– – ﹤0.01% 457
2017
Q4 		$45K Buy
+3,000
New +$44.9K ﹤0.01% 447

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PGX Position: Q3 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2018, closing a stake of 3,000 shares — an estimated $44K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PGX in Q4 2017 and held it in 3 quarters. The position peaked at $45K in Q4 2017. 318 funds tracked by Wall St. Rank hold PGX as of Q3 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco Preferred ETF position as of Q3 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 3,000 Invesco Preferred ETF shares in Q3 2018, an estimated $44K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco Preferred ETF position peaked at $45K in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.