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

Stuart Chaussee & Associates’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
2018 Q4	–	Sell	-11,915	Closed	-$171K	–	130
2018 Q3	$171K	Buy	11,915 +4,950	+71%	+$71.9K	0.11%	21
2018 Q2	$101K	Buy	+6,965	New	+$101K	0.07%	33

Other funds holding PGX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFG

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

Stuart Chaussee & Associates sold out of Invesco Preferred ETF (PGX) in Q4 2018, closing a stake of 11,915 shares — an estimated $171K sold.

Stuart Chaussee & Associates first reported a position in PGX in Q2 2018 and held it in 2 quarters. The position peaked at $171K in Q3 2018. 344 funds tracked by Wall St. Rank hold PGX as of Q4 2018.

Stuart Chaussee & Associates reported no remaining Invesco Preferred ETF position as of Q4 2018 after selling out during the quarter.
Stuart Chaussee & Associates sold 11,915 Invesco Preferred ETF shares in Q4 2018, an estimated $171K.
Stuart Chaussee & Associates first reported a position in Invesco Preferred ETF in Q2 2018 and held it in 2 quarters.
Stuart Chaussee & Associates's Invesco Preferred ETF position peaked at $171K in Q3 2018.
344 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2018.

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