People's United Financial’s Invesco Preferred ETF PGX Stock Holding History

People's United Financial’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
2020 Q2	–	Sell	-10,299	Closed	-$136K	–	647
2020 Q1	$136K	Sell	10,299 -2,720	-21%	-$39.1K	﹤0.01%	576
2019 Q4	$195K	Sell	13,019 -16,412	-56%	-$245K	0.01%	707
2019 Q3	$442K	Hold	29,431	–	–	0.01%	549
2019 Q2	$431K	Buy	+29,431	New	+$429K	0.01%	574
2017 Q3	–	Sell	-1,460	Closed	-$22K	–	812
2017 Q2	$22K	Buy	+1,460	New	+$21.9K	﹤0.01%	824

Other funds holding PGX

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

People's United Financial's PGX Position: Q2 2020 in Review

People's United Financial sold out of Invesco Preferred ETF (PGX) in Q2 2020, closing a stake of 10,299 shares — an estimated $136K sold.

People's United Financial first reported a position in PGX in Q2 2017 and held it in 5 quarters. The position peaked at $442K in Q3 2019. 414 funds tracked by Wall St. Rank hold PGX as of Q2 2020.

People's United Financial reported no remaining Invesco Preferred ETF position as of Q2 2020 after selling out during the quarter.
People's United Financial sold 10,299 Invesco Preferred ETF shares in Q2 2020, an estimated $136K.
People's United Financial first reported a position in Invesco Preferred ETF in Q2 2017 and held it in 5 quarters.
People's United Financial's Invesco Preferred ETF position peaked at $442K in Q3 2019.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2020.

Based on People's United Financial's 13F filing for Q2 2020, filed 12 Aug 2020.