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Mader & Shannon Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Mader & Shannon Wealth Management’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
2016
Q4 		– Sell
-11,880
Closed -$226K – 19
2016
Q3 		$226K Buy
+11,880
New +$229K 0.17% 19

Other funds holding PGF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Mader & Shannon Wealth Management's PGF Position: Q4 2016 in Review

Mader & Shannon Wealth Management sold out of Invesco Financial Preferred ETF (PGF) in Q4 2016, closing a stake of 11,880 shares — an estimated $226K sold.

Mader & Shannon Wealth Management first reported a position in PGF in Q3 2016 and held it in 1 quarter. The position peaked at $226K in Q3 2016. 158 funds tracked by Wall St. Rank hold PGF as of Q4 2016.

  • Mader & Shannon Wealth Management reported no remaining Invesco Financial Preferred ETF position as of Q4 2016 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 11,880 Invesco Financial Preferred ETF shares in Q4 2016, an estimated $226K.
  • Mader & Shannon Wealth Management first reported a position in Invesco Financial Preferred ETF in Q3 2016 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's Invesco Financial Preferred ETF position peaked at $226K in Q3 2016.
  • 158 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2016.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2016, filed 13 Feb 2017.