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MinichMacGregor Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

MinichMacGregor Wealth Management’s Portfolio PCEF Stock Details PCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-248
Closed -$5K – 372
2018
Q3 		$5K Hold
248
– – ﹤0.01% 390
2018
Q2 		$5K Buy
+248
New +$5.7K ﹤0.01% 381

Other funds holding PCEF

JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MinichMacGregor Wealth Management's PCEF Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Invesco CEF Income Composite ETF (PCEF) in Q4 2018, closing a stake of 248 shares — an estimated $5K sold.

MinichMacGregor Wealth Management first reported a position in PCEF in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 102 funds tracked by Wall St. Rank hold PCEF as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Invesco CEF Income Composite ETF position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 248 Invesco CEF Income Composite ETF shares in Q4 2018, an estimated $5K.
  • MinichMacGregor Wealth Management first reported a position in Invesco CEF Income Composite ETF in Q2 2018 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Invesco CEF Income Composite ETF position peaked at $5K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.