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LVW Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

LVW Advisors’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
2015
Q1 		– Sell
-20,319
Closed -$566K – 157
2014
Q4 		$566K Buy
+20,319
New +$601K 0.31% 63

Other funds holding PGJ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

LVW Advisors's PGJ Position: Q1 2015 in Review

LVW Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2015, closing a stake of 20,319 shares — an estimated $566K sold.

LVW Advisors first reported a position in PGJ in Q4 2014 and held it in 1 quarter. The position peaked at $566K in Q4 2014. 37 funds tracked by Wall St. Rank hold PGJ as of Q1 2015.

  • LVW Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q1 2015 after selling out during the quarter.
  • LVW Advisors sold 20,319 Invesco Golden Dragon China ETF shares in Q1 2015, an estimated $566K.
  • LVW Advisors first reported a position in Invesco Golden Dragon China ETF in Q4 2014 and held it in 1 quarter.
  • LVW Advisors's Invesco Golden Dragon China ETF position peaked at $566K in Q4 2014.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2015.

Based on LVW Advisors's 13F filing for Q1 2015, filed 13 May 2015.