TF
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Tompkins Financial’s Invesco Golden Dragon China ETF PGJ Stock Holding History

Tompkins Financial’s Portfolio PGJ Stock Details PGJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,780
Closed -$80K – 545
2013
Q3 		$80K Hold
2,780
– – 0.02% 196
2013
Q2 		$58K Buy
+2,780
New +$56K 0.02% 220

Other funds holding PGJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $951M AUM 31.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TL
Tirschwell & Loewy New York $731M AUM 15.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

Tompkins Financial's PGJ Position: Q4 2013 in Review

Tompkins Financial sold out of Invesco Golden Dragon China ETF (PGJ) in Q4 2013, closing a stake of 2,780 shares — an estimated $80K sold.

Tompkins Financial first reported a position in PGJ in Q2 2013 and held it in 2 quarters. The position peaked at $80K in Q3 2013. 38 funds tracked by Wall St. Rank hold PGJ as of Q4 2013.

  • Tompkins Financial reported no remaining Invesco Golden Dragon China ETF position as of Q4 2013 after selling out during the quarter.
  • Tompkins Financial sold 2,780 Invesco Golden Dragon China ETF shares in Q4 2013, an estimated $80K.
  • Tompkins Financial first reported a position in Invesco Golden Dragon China ETF in Q2 2013 and held it in 2 quarters.
  • Tompkins Financial's Invesco Golden Dragon China ETF position peaked at $80K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q4 2013.

Based on Tompkins Financial's 13F filing for Q4 2013, filed 8 Jan 2014.