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Cornerstone Financial Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Cornerstone Financial Partners’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
2017
Q1 		– Sell
-194,145
Closed -$5.49M – 165
2016
Q4 		$5.49M Sell
194,145
-5,976
-3% -$173K 1.76% 18
2016
Q3 		$6.12M Buy
200,121
+12,287
+7% +$373K 2.14% 12
2016
Q2 		$5.56M Buy
187,834
+51,964
+38% +$1.49M 1.97% 13
2016
Q1 		$3.85M Buy
+135,870
New +$3.72M 1.49% 12

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Cornerstone Financial Partners's PCY Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2017, closing a stake of 194,145 shares — an estimated $5.49M sold.

Cornerstone Financial Partners first reported a position in PCY in Q1 2016 and held it in 4 quarters. The position peaked at $6.12M in Q3 2016. 199 funds tracked by Wall St. Rank hold PCY as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 194,145 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2017, an estimated $5.49M.
  • Cornerstone Financial Partners first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2016 and held it in 4 quarters.
  • Cornerstone Financial Partners's Invesco Emerging Markets Sovereign Debt ETF position peaked at $6.12M in Q3 2016.
  • 199 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.