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Mairs & Power Inc’s Invesco Financial Preferred ETF PGF Stock Holding History

Mairs & Power Inc’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
2014
Q4 		– Sell
-10,581
Closed -$191K – 197
2014
Q3 		$191K Sell
10,581
-2,000
-16% -$36.2K ﹤0.01% 187
2014
Q2 		$229K Hold
12,581
– – ﹤0.01% 181
2014
Q1 		$224K Buy
+12,581
New +$220K ﹤0.01% 189
2013
Q3 		– Sell
-11,042
Closed -$198K – 191
2013
Q2 		$198K Buy
+11,042
New +$203K ﹤0.01% 173

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Mairs & Power Inc's PGF Position: Q4 2014 in Review

Mairs & Power Inc sold out of Invesco Financial Preferred ETF (PGF) in Q4 2014, closing a stake of 10,581 shares — an estimated $191K sold.

Mairs & Power Inc first reported a position in PGF in Q2 2013 and held it in 4 quarters. The position peaked at $229K in Q2 2014. 114 funds tracked by Wall St. Rank hold PGF as of Q4 2014.

  • Mairs & Power Inc reported no remaining Invesco Financial Preferred ETF position as of Q4 2014 after selling out during the quarter.
  • Mairs & Power Inc sold 10,581 Invesco Financial Preferred ETF shares in Q4 2014, an estimated $191K.
  • Mairs & Power Inc first reported a position in Invesco Financial Preferred ETF in Q2 2013 and held it in 4 quarters.
  • Mairs & Power Inc's Invesco Financial Preferred ETF position peaked at $229K in Q2 2014.
  • 114 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2014.

Based on Mairs & Power Inc's 13F filing for Q4 2014, filed 17 Feb 2015.