Natixis Advisors’s Invesco Preferred ETF PGX Stock Holding History

Natixis Advisors’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-449,821	Closed	-$6.42M	–	1136
2013 Q2	$6.42M	Buy	+449,821	New	+$6.63M	0.13%	277

Other funds holding PGX

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Natixis Advisors's PGX Position: Q3 2013 in Review

Natixis Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2013, closing a stake of 449,821 shares — an estimated $6.42M sold.

Natixis Advisors first reported a position in PGX in Q2 2013 and held it in 1 quarter. The position peaked at $6.42M in Q2 2013. 129 funds tracked by Wall St. Rank hold PGX as of Q3 2013.

Natixis Advisors reported no remaining Invesco Preferred ETF position as of Q3 2013 after selling out during the quarter.
Natixis Advisors sold 449,821 Invesco Preferred ETF shares in Q3 2013, an estimated $6.42M.
Natixis Advisors first reported a position in Invesco Preferred ETF in Q2 2013 and held it in 1 quarter.
Natixis Advisors's Invesco Preferred ETF position peaked at $6.42M in Q2 2013.
129 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2013.

Based on Natixis Advisors's 13F filing for Q3 2013, filed 30 Oct 2013.