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Community Bank’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Community Bank’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
2019
Q1 		– Sell
-102
Closed -$2K – 494
2018
Q4 		$2K Buy
+102
New +$1.75K ﹤0.01% 459

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
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Community Bank's PEY Position: Q1 2019 in Review

Community Bank sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2019, closing a stake of 102 shares — an estimated $2K sold.

Community Bank first reported a position in PEY in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 127 funds tracked by Wall St. Rank hold PEY as of Q1 2019.

  • Community Bank reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2019 after selling out during the quarter.
  • Community Bank sold 102 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2019, an estimated $2K.
  • Community Bank first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2018 and held it in 1 quarter.
  • Community Bank's Invesco High Yield Equity Dividend Achievers ETF position peaked at $2K in Q4 2018.
  • 127 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2019.

Based on Community Bank's 13F filing for Q1 2019, filed 2 May 2019.