PNC Financial Services Group
UPGD icon

PNC Financial Services Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

PNC Financial Services Group’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,200
Closed -$80K – 4768
2015
Q1 		$80K Hold
2,200
– – ﹤0.01% 2807
2014
Q4 		$77K Hold
2,200
– – ﹤0.01% 2610
2014
Q3 		$74K Buy
+2,200
New +$76.2K ﹤0.01% 2522

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PNC Financial Services Group's UPGD Position: Q2 2015 in Review

PNC Financial Services Group sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2015, closing a stake of 2,200 shares — an estimated $80K sold.

PNC Financial Services Group first reported a position in UPGD in Q3 2014 and held it in 3 quarters. The position peaked at $80K in Q1 2015. 26 funds tracked by Wall St. Rank hold UPGD as of Q2 2015.

  • PNC Financial Services Group reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2015 after selling out during the quarter.
  • PNC Financial Services Group sold 2,200 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2015, an estimated $80K.
  • PNC Financial Services Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2014 and held it in 3 quarters.
  • PNC Financial Services Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $80K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2015.

Based on PNC Financial Services Group's 13F filing for Q2 2015, filed 5 Aug 2015.