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Sage Financial Group’s Invesco Dividend Achievers ETF PFM Stock Holding History

Sage Financial Group’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-258,539
Closed -$259K – 44
2015
Q2 		$259K Buy
+258,539
New +$5.53M 0.12% 21

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sage Financial Group's PFM Position: Q3 2015 in Review

Sage Financial Group sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2015, closing a stake of 258,539 shares — an estimated $259K sold.

Sage Financial Group first reported a position in PFM in Q2 2015 and held it in 1 quarter. The position peaked at $259K in Q2 2015. 47 funds tracked by Wall St. Rank hold PFM as of Q3 2015.

  • Sage Financial Group reported no remaining Invesco Dividend Achievers ETF position as of Q3 2015 after selling out during the quarter.
  • Sage Financial Group sold 258,539 Invesco Dividend Achievers ETF shares in Q3 2015, an estimated $259K.
  • Sage Financial Group first reported a position in Invesco Dividend Achievers ETF in Q2 2015 and held it in 1 quarter.
  • Sage Financial Group's Invesco Dividend Achievers ETF position peaked at $259K in Q2 2015.
  • 47 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2015.

Based on Sage Financial Group's 13F filing for Q3 2015, filed 5 Nov 2015.