BFIM
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Beese Fulmer Investment Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Beese Fulmer Investment Management’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,503
Closed -$123K – 442
2020
Q2 		$123K Buy
+8,503
New +$120K 0.02% 225

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beese Fulmer Investment Management's PEY Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2020, closing a stake of 8,503 shares — an estimated $123K sold.

Beese Fulmer Investment Management first reported a position in PEY in Q2 2020 and held it in 1 quarter. The position peaked at $123K in Q2 2020. 117 funds tracked by Wall St. Rank hold PEY as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 8,503 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2020, an estimated $123K.
  • Beese Fulmer Investment Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $123K in Q2 2020.
  • 117 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.