Stuart Chaussee & Associates’s Invesco Financial Preferred ETF PGF Stock Holding History

Stuart Chaussee & Associates’s Portfolio PGF Stock Details PGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,365	Closed	-$116K	–	129
2018 Q3	$116K	Buy	6,365 +900	+16%	+$16.5K	0.07%	31
2018 Q2	$101K	Buy	+5,465	New	+$100K	0.07%	32

Other funds holding PGF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Stuart Chaussee & Associates's PGF Position: Q4 2018 in Review

Stuart Chaussee & Associates sold out of Invesco Financial Preferred ETF (PGF) in Q4 2018, closing a stake of 6,365 shares — an estimated $116K sold.

Stuart Chaussee & Associates first reported a position in PGF in Q2 2018 and held it in 2 quarters. The position peaked at $116K in Q3 2018. 173 funds tracked by Wall St. Rank hold PGF as of Q4 2018.

Stuart Chaussee & Associates reported no remaining Invesco Financial Preferred ETF position as of Q4 2018 after selling out during the quarter.
Stuart Chaussee & Associates sold 6,365 Invesco Financial Preferred ETF shares in Q4 2018, an estimated $116K.
Stuart Chaussee & Associates first reported a position in Invesco Financial Preferred ETF in Q2 2018 and held it in 2 quarters.
Stuart Chaussee & Associates's Invesco Financial Preferred ETF position peaked at $116K in Q3 2018.
173 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2018, filed 11 Jan 2019.