Anchor Investment Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Anchor Investment Management’s Portfolio PCY Stock Details PCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-38	Closed	-$1.1K	–	987
2020 Q4	$1.1K	Hold	38	–	–	﹤0.01%	878
2020 Q3	$1.03K	Hold	38	–	–	﹤0.01%	852
2020 Q2	$1.02K	Hold	38	–	–	﹤0.01%	829
2020 Q1	$909	Hold	38	–	–	﹤0.01%	820
2019 Q4	$1.12K	Hold	38	–	–	﹤0.01%	798
2019 Q3	$1.11K	Hold	38	–	–	﹤0.01%	777
2019 Q2	$1.1K	Buy	+38	New	+$1.07K	﹤0.01%	775
2018 Q4	–	Sell	-266	Closed	-$7.18K	–	838
2018 Q3	$7.18K	Buy	266 +1	+0.4%	+$27	﹤0.01%	689
2018 Q2	$7.02K	Buy	265 +2	+0.8%	+$54	﹤0.01%	705
2018 Q1	$7.42K	Buy	263 +1	+0.4%	+$29	﹤0.01%	679
2017 Q4	$7.74K	Buy	262 +1	+0.4%	+$30	﹤0.01%	666
2017 Q3	$7.76K	Buy	261 +2	+0.8%	+$59	﹤0.01%	651
2017 Q2	$7.59K	Buy	259 +1	+0.4%	+$29	﹤0.01%	594
2017 Q1	$7.5K	Buy	258 +1	+0.4%	+$29	﹤0.01%	593
2016 Q4	$7.25K	Buy	257 +152	+145%	+$4.4K	﹤0.01%	577
2016 Q3	$3.23K	Buy	105 +1	+1%	+$30	﹤0.01%	612
2016 Q2	$3.08K	Buy	104 +1	+1%	+$29	﹤0.01%	609
2016 Q1	$2.91K	Buy	+103	New	+$2.82K	﹤0.01%	598

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Anchor Investment Management's PCY Position: Q1 2021 in Review

Anchor Investment Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2021, closing a stake of 38 shares — an estimated $1.1K sold.

Anchor Investment Management first reported a position in PCY in Q1 2016 and held it in 18 quarters. The position peaked at $7.76K in Q3 2017. 231 funds tracked by Wall St. Rank hold PCY as of Q1 2021.

Anchor Investment Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2021 after selling out during the quarter.
Anchor Investment Management sold 38 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2021, an estimated $1.1K.
Anchor Investment Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2016 and held it in 18 quarters.
Anchor Investment Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $7.76K in Q3 2017.
231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.