Advisory Research’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-17,180
Closed -$232K 349
2014
Q4
$232K Buy
+17,180
New +$223K ﹤0.01% 325

Other funds holding PEY

Advisory Research's PEY Position: Q1 2015 in Review

Advisory Research sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2015, closing a stake of 17,180 shares — an estimated $232K sold.

Advisory Research first reported a position in PEY in Q4 2014 and held it in 1 quarter. The position peaked at $232K in Q4 2014. 82 funds tracked by Wall St. Rank hold PEY as of Q1 2015.

  • Advisory Research reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2015 after selling out during the quarter.
  • Advisory Research sold 17,180 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2015, an estimated $232K.
  • Advisory Research first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2014 and held it in 1 quarter.
  • Advisory Research's Invesco High Yield Equity Dividend Achievers ETF position peaked at $232K in Q4 2014.
  • 82 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2015.

Based on Advisory Research's 13F filing for Q1 2015, filed 15 May 2015.