Yellowstone Partners’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
HNB
Yellowstone Partners's PGX Position: Q3 2016 in Review
Yellowstone Partners increased its Invesco Preferred ETF (PGX) stake by 11% in Q3 2016, buying an estimated $27.5K and bringing the position to 17,782 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #182.
Yellowstone Partners first reported a position in PGX in Q4 2014 and has held it in 8 quarters since. The position peaked at $271K in Q1 2015. 227 funds tracked by Wall St. Rank hold PGX as of Q3 2016.
- Yellowstone Partners held 17,782 shares of Invesco Preferred ETF worth $269K as of Q3 2016.
- Yellowstone Partners bought 1,799 Invesco Preferred ETF shares in Q3 2016, an estimated $27.5K.
- Invesco Preferred ETF made up 0.1% of Yellowstone Partners's portfolio in Q3 2016, its #182 holding.
- Yellowstone Partners first reported a position in Invesco Preferred ETF in Q4 2014 and has held it in 8 quarters since.
- Yellowstone Partners's Invesco Preferred ETF position peaked at $271K in Q1 2015.
- 227 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2016.
Based on Yellowstone Partners's 13F filing for Q3 2016, filed 27 Oct 2016.