Allegis Investment Advisors »

PowerShares Preferred Portfolio shares owned by Allegis Investment Advisors

Quarter-by-quarter ownership of PowerShares Preferred Portfolio shares owned by Allegis Investment Advisors from 13F filings

Historical chart of Allegis Investment Advisors investment in PowerShares Preferred Portfolio

Tip: Access up to 7 years of quarterly data

All positions including PowerShares Preferred Portfolio held by Allegis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PowerShares Preferred Portfolio by Allegis Investment Advisors

Quarter filed Position value Share count Share price at filing
2018-03-31 $297k 20k 14.60
2017-12-31 $895k 60k 14.86
2017-09-30 $2.8M 185k 15.03
2017-06-30 $7.7M 512k 15.11
2017-03-31 $4.5M 300k 14.82
2016-12-31 $2.8M 200k 14.23
2016-09-30 $2.9M 194k 15.13
2015-12-31 $37k 2.4k 15.12

More positions owned by Allegis Investment Advisors

SPDR DJ Wilshire Large Cap Growth (SPYG)
SPDR DJ Wilshire Large Cap Value (SPYV)
SPDR DJ Wilshire Mid Cap Value (MDYV)
SPDR S&P World ex-US (SPDW)
SPDR Barclays Capital Aggregate Bo (SPAB)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
Ishares Tr 0-5yr hi yl cp (SHYG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
SPDR DJ Wilshire Small Cap Value (SLYV)
Ishares Tr core intl aggr (IAGG)
SPDR DJ Wilshire Mid Cap Growth (MDYG)
Ishares Tr cmn (GOVT)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)

View all positions for Allegis Investment Advisors

Top funds holding PowerShares Preferred Portfolio

Huntington National Bank

View all funds holding PowerShares Preferred Portfolio