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Telemus Capital’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Telemus Capital’s Portfolio PCEF Stock Details PCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-555
Closed -$13K – 510
2017
Q4 		$13K Buy
+555
New +$13.2K ﹤0.01% 499

Other funds holding PCEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Telemus Capital's PCEF Position: Q1 2018 in Review

Telemus Capital sold out of Invesco CEF Income Composite ETF (PCEF) in Q1 2018, closing a stake of 555 shares — an estimated $13K sold.

Telemus Capital first reported a position in PCEF in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 93 funds tracked by Wall St. Rank hold PCEF as of Q1 2018.

  • Telemus Capital reported no remaining Invesco CEF Income Composite ETF position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 555 Invesco CEF Income Composite ETF shares in Q1 2018, an estimated $13K.
  • Telemus Capital first reported a position in Invesco CEF Income Composite ETF in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's Invesco CEF Income Composite ETF position peaked at $13K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.