MAFM
PGF icon

Mid Atlantic Financial Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Mid Atlantic Financial 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
2019
Q2 		– Sell
-73,198
Closed -$1.34M – 765
2019
Q1 		$1.34M Buy
+73,198
New +$1.32M 0.15% 130

Other funds holding PGF

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid Atlantic Financial Management's PGF Position: Q2 2019 in Review

Mid Atlantic Financial Management sold out of Invesco Financial Preferred ETF (PGF) in Q2 2019, closing a stake of 73,198 shares — an estimated $1.34M sold.

Mid Atlantic Financial Management first reported a position in PGF in Q1 2019 and held it in 1 quarter. The position peaked at $1.34M in Q1 2019. 170 funds tracked by Wall St. Rank hold PGF as of Q2 2019.

  • Mid Atlantic Financial Management reported no remaining Invesco Financial Preferred ETF position as of Q2 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 73,198 Invesco Financial Preferred ETF shares in Q2 2019, an estimated $1.34M.
  • Mid Atlantic Financial Management first reported a position in Invesco Financial Preferred ETF in Q1 2019 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Invesco Financial Preferred ETF position peaked at $1.34M in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2019, filed 6 Aug 2019.