VWA
PGJ icon

V Wealth Advisors’s Invesco Golden Dragon China ETF PGJ Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-1,300
Closed -$49K – 565
2017
Q2 		$49K Buy
+1,300
New +$48.1K 0.02% 322

Other funds holding PGJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

V Wealth Advisors's PGJ Position: Q3 2017 in Review

V Wealth Advisors sold out of Invesco Golden Dragon China ETF (PGJ) in Q3 2017, closing a stake of 1,300 shares — an estimated $49K sold.

V Wealth Advisors first reported a position in PGJ in Q2 2017 and held it in 1 quarter. The position peaked at $49K in Q2 2017. 40 funds tracked by Wall St. Rank hold PGJ as of Q3 2017.

  • V Wealth Advisors reported no remaining Invesco Golden Dragon China ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,300 Invesco Golden Dragon China ETF shares in Q3 2017, an estimated $49K.
  • V Wealth Advisors first reported a position in Invesco Golden Dragon China ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Invesco Golden Dragon China ETF position peaked at $49K in Q2 2017.
  • 40 funds tracked by Wall St. Rank held Invesco Golden Dragon China ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.