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Wealthfront’s Invesco Financial Preferred ETF PGF Stock Holding History

Wealthfront’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
2014
Q4 		– Sell
-140
Closed -$3K – 903
2014
Q3 		$3K Buy
+140
New +$2.53K ﹤0.01% 572

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthfront's PGF Position: Q4 2014 in Review

Wealthfront sold out of Invesco Financial Preferred ETF (PGF) in Q4 2014, closing a stake of 140 shares — an estimated $3K sold.

Wealthfront first reported a position in PGF in Q3 2014 and held it in 1 quarter. The position peaked at $3K in Q3 2014. 114 funds tracked by Wall St. Rank hold PGF as of Q4 2014.

  • Wealthfront reported no remaining Invesco Financial Preferred ETF position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 140 Invesco Financial Preferred ETF shares in Q4 2014, an estimated $3K.
  • Wealthfront first reported a position in Invesco Financial Preferred ETF in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Invesco Financial Preferred ETF position peaked at $3K in Q3 2014.
  • 114 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.