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

CapWealth Advisors’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
2016
Q2 		– Sell
-2,187
Closed -$62K – 306
2016
Q1 		$62K Buy
+2,187
New +$59.9K 0.02% 125

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

CapWealth Advisors's PCY Position: Q2 2016 in Review

CapWealth Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2016, closing a stake of 2,187 shares — an estimated $62K sold.

CapWealth Advisors first reported a position in PCY in Q1 2016 and held it in 1 quarter. The position peaked at $62K in Q1 2016. 179 funds tracked by Wall St. Rank hold PCY as of Q2 2016.

  • CapWealth Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 2,187 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2016, an estimated $62K.
  • CapWealth Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2016 and held it in 1 quarter.
  • CapWealth Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $62K in Q1 2016.
  • 179 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.