PAG
UPGD icon

Private Advisor Group’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Private Advisor 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
2014
Q4 		– Sell
-486
Closed -$16K – 1316
2014
Q3 		$16K Buy
+486
New +$16.8K ﹤0.01% 1160

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Private Advisor Group's UPGD Position: Q4 2014 in Review

Private Advisor Group sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2014, closing a stake of 486 shares — an estimated $16K sold.

Private Advisor Group first reported a position in UPGD in Q3 2014 and held it in 1 quarter. The position peaked at $16K in Q3 2014. 32 funds tracked by Wall St. Rank hold UPGD as of Q4 2014.

  • Private Advisor Group reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 486 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2014, an estimated $16K.
  • Private Advisor Group first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $16K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.