MGO One Seven’s Invesco Dividend Achievers ETF PFM Stock Holding History

MGO One Seven’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,304	Closed	-$106K	–	1281
2018 Q4	$106K	Buy	+4,304	New	+$113K	0.05%	443
2018 Q1	$56K	Hold	2,211	–	–	0.03%	586
2017 Q4	$58K	Buy	+2,211	New	+$56.5K	0.03%	573

Other funds holding PFM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGO One Seven's PFM Position: Q1 2019 in Review

MGO One Seven sold out of Invesco Dividend Achievers ETF (PFM) in Q1 2019, closing a stake of 4,304 shares — an estimated $106K sold.

MGO One Seven first reported a position in PFM in Q4 2017 and held it in 3 quarters. The position peaked at $106K in Q4 2018. 71 funds tracked by Wall St. Rank hold PFM as of Q1 2019.

MGO One Seven reported no remaining Invesco Dividend Achievers ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 4,304 Invesco Dividend Achievers ETF shares in Q1 2019, an estimated $106K.
MGO One Seven first reported a position in Invesco Dividend Achievers ETF in Q4 2017 and held it in 3 quarters.
MGO One Seven's Invesco Dividend Achievers ETF position peaked at $106K in Q4 2018.
71 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.