Meridian Wealth Management’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Meridian Wealth Management’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
2018 Q3	–	Sell	-10,009	Closed	-$461K	–	193
2018 Q2	$461K	Buy	10,009 +793	+9%	+$37.4K	0.22%	100
2018 Q1	$425K	Buy	9,216 +1,161	+14%	+$55.8K	0.21%	96
2017 Q4	$348K	Hold	8,055	–	–	0.21%	110
2017 Q3	$348K	Sell	8,055 -285	-3%	-$12K	0.22%	107
2017 Q2	$315K	Buy	+8,340	New	+$309K	0.2%	118

Other funds holding PGJ

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Meridian Wealth Management's PGJ Position: Q3 2018 in Review

Meridian Wealth Management sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2018, closing a stake of 10,009 shares — an estimated $461K sold.

Meridian Wealth Management first reported a position in PGJ in Q2 2017 and held it in 5 quarters. The position peaked at $461K in Q2 2018. 46 funds tracked by Wall St. Rank hold PGJ as of Q3 2018.

Meridian Wealth Management reported no remaining Invesco Golden Dragon China ETF position as of Q3 2018 after selling out during the quarter.
Meridian Wealth Management sold 10,009 Invesco Golden Dragon China ETF shares in Q3 2018, an estimated $461K.
Meridian Wealth Management first reported a position in Invesco Golden Dragon China ETF in Q2 2017 and held it in 5 quarters.
Meridian Wealth Management's Invesco Golden Dragon China ETF position peaked at $461K in Q2 2018.
46 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2018.

Based on Meridian Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.