Stifel Financial
PFIG icon

Stifel Financial’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Stifel Financial’s Portfolio PFIG Stock Details PFIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-8,567
Closed -$224K – 2483
2016
Q2 		$224K Buy
+8,567
New +$221K ﹤0.01% 2202

Other funds holding PFIG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial's PFIG Position: Q3 2016 in Review

Stifel Financial sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q3 2016, closing a stake of 8,567 shares — an estimated $224K sold.

Stifel Financial first reported a position in PFIG in Q2 2016 and held it in 1 quarter. The position peaked at $224K in Q2 2016. 18 funds tracked by Wall St. Rank hold PFIG as of Q3 2016.

  • Stifel Financial reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Stifel Financial sold 8,567 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q3 2016, an estimated $224K.
  • Stifel Financial first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q2 2016 and held it in 1 quarter.
  • Stifel Financial's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $224K in Q2 2016.
  • 18 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q3 2016.

Based on Stifel Financial's 13F filing for Q3 2016, filed 15 Nov 2016.