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Crosspoint Capital Strategies’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-455
Closed -$6K – 613
2015
Q4 		$6K Buy
+455
New +$6.1K ﹤0.01% 782

Other funds holding PEY

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
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

Crosspoint Capital Strategies's PEY Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2016, closing a stake of 455 shares — an estimated $6K sold.

Crosspoint Capital Strategies first reported a position in PEY in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 82 funds tracked by Wall St. Rank hold PEY as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 455 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2016, an estimated $6K.
  • Crosspoint Capital Strategies first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6K in Q4 2015.
  • 82 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.