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Toews Corporation’s Invesco Financial Preferred ETF PGF Stock Holding History

Toews Corporation’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
2015
Q3 		$254K Buy
+13,899
New +$254K 15.68% 3

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return

Toews Corporation's PGF Position: Q3 2015 in Review

Toews Corporation opened a new position in Invesco Financial Preferred ETF (PGF) in Q3 2015: 13,899 shares worth $254K. The stake represents 15.68% of the portfolio and ranks #3 among its holdings.

119 funds tracked by Wall St. Rank hold PGF as of Q3 2015.

  • Toews Corporation held 13,899 shares of Invesco Financial Preferred ETF worth $254K as of Q3 2015.
  • Invesco Financial Preferred ETF was a new Toews Corporation position in Q3 2015.
  • Invesco Financial Preferred ETF made up 15.68% of Toews Corporation's portfolio in Q3 2015, its #3 holding.
  • 119 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q3 2015.

Based on Toews Corporation's 13F filing for Q3 2015, filed 22 Jul 2019.