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Personal Capital Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Personal Capital Advisors’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
2021
Q1 		– Sell
-3,948
Closed -$252K – 488
2020
Q4 		$252K Hold
3,948
– – ﹤0.01% 407
2020
Q3 		$208K Buy
+3,948
New +$206K ﹤0.01% 394

Other funds holding PGJ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Personal Capital Advisors's PGJ Position: Q1 2021 in Review

Personal Capital Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q1 2021, closing a stake of 3,948 shares — an estimated $252K sold.

Personal Capital Advisors first reported a position in PGJ in Q3 2020 and held it in 2 quarters. The position peaked at $252K in Q4 2020. 55 funds tracked by Wall St. Rank hold PGJ as of Q1 2021.

  • Personal Capital Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q1 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 3,948 Invesco Golden Dragon China ETF shares in Q1 2021, an estimated $252K.
  • Personal Capital Advisors first reported a position in Invesco Golden Dragon China ETF in Q3 2020 and held it in 2 quarters.
  • Personal Capital Advisors's Invesco Golden Dragon China ETF position peaked at $252K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q1 2021.

Based on Personal Capital Advisors's 13F filing for Q1 2021, filed 14 May 2021.