TPWA
PCEF icon

TRUE Private Wealth Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

TRUE Private Wealth Advisors’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
Q4 		– Sell
-630
Closed -$14.4K – 721
2018
Q3 		$14.4K Buy
+630
New +$14.4K ﹤0.01% 672

Other funds holding PCEF

JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TRUE Private Wealth Advisors's PCEF Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q4 2018, closing a stake of 630 shares — an estimated $14.4K sold.

TRUE Private Wealth Advisors first reported a position in PCEF in Q3 2018 and held it in 1 quarter. The position peaked at $14.4K in Q3 2018. 102 funds tracked by Wall St. Rank hold PCEF as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 630 Invesco CEF Income Composite ETF shares in Q4 2018, an estimated $14.4K.
  • TRUE Private Wealth Advisors first reported a position in Invesco CEF Income Composite ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Invesco CEF Income Composite ETF position peaked at $14.4K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.