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Capital Advisors Ltd’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-2,681
Closed -$78K – 437
2019
Q2 		$78K Buy
+2,681
New +$75.4K 0.02% 237
2018
Q4 		– Sell
-9,557
Closed -$258K – 475
2018
Q3 		$258K Buy
+9,557
New +$258K 0.07% 130
2015
Q3 		– Sell
-1,628
Closed -$45K – 343
2015
Q2 		$45K Hold
1,628
– – 0.02% 195
2015
Q1 		$46K Hold
1,628
– – 0.02% 188
2014
Q4 		$46K Hold
1,628
– – 0.03% 180
2014
Q3 		$46K Hold
1,628
– – 0.03% 182
2014
Q2 		$47K Hold
1,628
– – 0.03% 185
2014
Q1 		$46K Buy
+1,628
New +$44.4K 0.03% 187

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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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