PFC
FRN

Personal Financial Consultants’s Invesco Frontier Markets ETF FRN Stock Holding History

Personal Financial Consultants’s Portfolio FRN Stock Details FRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-63,046
Closed -$768K – 27
2018
Q4 		$768K Buy
+63,046
New +$817K 0.65% 23

Other funds holding FRN

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CWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Personal Financial Consultants's FRN Position: Q1 2019 in Review

Personal Financial Consultants sold out of Invesco Frontier Markets ETF (FRN) in Q1 2019, closing a stake of 63,046 shares — an estimated $768K sold.

Personal Financial Consultants first reported a position in FRN in Q4 2018 and held it in 1 quarter. The position peaked at $768K in Q4 2018. 36 funds tracked by Wall St. Rank hold FRN as of Q1 2019.

  • Personal Financial Consultants reported no remaining Invesco Frontier Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Personal Financial Consultants sold 63,046 Invesco Frontier Markets ETF shares in Q1 2019, an estimated $768K.
  • Personal Financial Consultants first reported a position in Invesco Frontier Markets ETF in Q4 2018 and held it in 1 quarter.
  • Personal Financial Consultants's Invesco Frontier Markets ETF position peaked at $768K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Invesco Frontier Markets ETF as of Q1 2019.

Based on Personal Financial Consultants's 13F filing for Q1 2019, filed 22 Apr 2019.