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WFG Advisors’s Invesco International Corporate Bond ETF PICB Stock Holding History

WFG Advisors’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-330
Closed -$10K – 2171
2013
Q4 		$10K Buy
330
+80
+32% +$2.35K ﹤0.01% 1584
2013
Q3 		$7K Hold
250
– – ﹤0.01% 1641
2013
Q2 		$7K Buy
+250
New +$7.22K ﹤0.01% 1575

Other funds holding PICB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

WFG Advisors's PICB Position: Q1 2014 in Review

WFG Advisors sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2014, closing a stake of 330 shares — an estimated $10K sold.

WFG Advisors first reported a position in PICB in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 52 funds tracked by Wall St. Rank hold PICB as of Q1 2014.

  • WFG Advisors reported no remaining Invesco International Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 330 Invesco International Corporate Bond ETF shares in Q1 2014, an estimated $10K.
  • WFG Advisors first reported a position in Invesco International Corporate Bond ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Invesco International Corporate Bond ETF position peaked at $10K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.