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Beacon Investment Advisory Services’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Beacon Investment Advisory Services’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
2019
Q1 		– Sell
-16,462
Closed -$435K – 249
2018
Q4 		$435K Sell
16,462
-1,310
-7% -$34.4K 0.05% 163
2018
Q3 		$479K Sell
17,772
-8,378
-32% -$226K 0.05% 165
2018
Q2 		$693K Sell
26,150
-19,031
-42% -$518K 0.07% 135
2018
Q1 		$1.27M Sell
45,181
-9,909
-18% -$284K 0.13% 104
2017
Q4 		$1.63M Sell
55,090
-2,806
-5% -$82.8K 0.17% 103
2017
Q3 		$1.72M Buy
+57,896
New +$1.71M 0.15% 108

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return