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MassMutual Private Wealth & Trust’s Invesco Golden Dragon China ETF PGJ Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q2 		– Sell
-58
Closed -$1.68K – 584
2014
Q1 		$1.75K Buy
+58
New +$1.78K ﹤0.01% 530

Other funds holding PGJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $951M AUM 31.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $384M AUM 11.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's PGJ Position: Q2 2014 in Review

MassMutual Private Wealth & Trust sold out of Invesco Golden Dragon China ETF (PGJ) in Q2 2014, closing a stake of 58 shares — an estimated $1.68K sold.

MassMutual Private Wealth & Trust first reported a position in PGJ in Q1 2014 and held it in 1 quarter. The position peaked at $1.75K in Q1 2014. 37 funds tracked by Wall St. Rank hold PGJ as of Q2 2014.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Golden Dragon China ETF position as of Q2 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 58 Invesco Golden Dragon China ETF shares in Q2 2014, an estimated $1.68K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Golden Dragon China ETF in Q1 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Golden Dragon China ETF position peaked at $1.75K in Q1 2014.
  • 37 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q2 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2014, filed 9 Jul 2014.