ODG
PGJ icon

O'Dell Group’s Invesco Golden Dragon China ETF PGJ Stock Holding History

O'Dell Group’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
-5,000
Closed -$230K – 42
2018
Q2 		$230K Hold
5,000
– – 0.16% 32
2018
Q1 		$231K Hold
5,000
– – 0.17% 30
2017
Q4 		$224K Hold
5,000
– – 0.16% 34
2017
Q3 		$216K Buy
+5,000
New +$210K 0.17% 32

Other funds holding PGJ

MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Tocqueville Asset Management
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

O'Dell Group's PGJ Position: Q3 2018 in Review

O'Dell Group sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2018, closing a stake of 5,000 shares — an estimated $230K sold.

O'Dell Group first reported a position in PGJ in Q3 2017 and held it in 4 quarters. The position peaked at $231K in Q1 2018. 46 funds tracked by Wall St. Rank hold PGJ as of Q3 2018.

  • O'Dell Group reported no remaining Invesco Golden Dragon China ETF position as of Q3 2018 after selling out during the quarter.
  • O'Dell Group sold 5,000 Invesco Golden Dragon China ETF shares in Q3 2018, an estimated $230K.
  • O'Dell Group first reported a position in Invesco Golden Dragon China ETF in Q3 2017 and held it in 4 quarters.
  • O'Dell Group's Invesco Golden Dragon China ETF position peaked at $231K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2018.

Based on O'Dell Group's 13F filing for Q3 2018, filed 12 Oct 2018.