Stanford Investment Group’s Invesco Preferred ETF PGX Stock Holding History

Stanford Investment Group’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,450	Closed	-$21K	–	204
2016 Q4	$21K	Hold	1,450	–	–	0.01%	247
2016 Q3	$22K	Hold	1,450	–	–	0.01%	251
2016 Q2	$22K	Hold	1,450	–	–	0.01%	243
2016 Q1	$22K	Hold	1,450	–	–	0.01%	233
2015 Q4	$22K	Hold	1,450	–	–	0.01%	212
2015 Q3	$21K	Hold	1,450	–	–	0.02%	219
2015 Q2	$21K	Hold	1,450	–	–	0.02%	222
2015 Q1	$22K	Hold	1,450	–	–	0.02%	218
2014 Q4	$21K	Buy	+1,450	New	+$21.1K	0.02%	220

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Stanford Investment Group's PGX Position: Q1 2017 in Review

Stanford Investment Group sold out of Invesco Preferred ETF (PGX) in Q1 2017, closing a stake of 1,450 shares — an estimated $21K sold.

Stanford Investment Group first reported a position in PGX in Q4 2014 and held it in 9 quarters. The position peaked at $22K in Q3 2016. 242 funds tracked by Wall St. Rank hold PGX as of Q1 2017.

Stanford Investment Group reported no remaining Invesco Preferred ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,450 Invesco Preferred ETF shares in Q1 2017, an estimated $21K.
Stanford Investment Group first reported a position in Invesco Preferred ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Invesco Preferred ETF position peaked at $22K in Q3 2016.
242 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.