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Destination Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Destination Wealth Management’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
Q4 		– Sell
-13,800
Closed -$219K – 176
2016
Q3 		$219K Buy
+13,800
New +$217K 0.02% 151

Other funds holding PEY

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Destination Wealth Management's PEY Position: Q4 2016 in Review

Destination Wealth Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2016, closing a stake of 13,800 shares — an estimated $219K sold.

Destination Wealth Management first reported a position in PEY in Q3 2016 and held it in 1 quarter. The position peaked at $219K in Q3 2016. 103 funds tracked by Wall St. Rank hold PEY as of Q4 2016.

  • Destination Wealth Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2016 after selling out during the quarter.
  • Destination Wealth Management sold 13,800 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2016, an estimated $219K.
  • Destination Wealth Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2016 and held it in 1 quarter.
  • Destination Wealth Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $219K in Q3 2016.
  • 103 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2016.

Based on Destination Wealth Management's 13F filing for Q4 2016, filed 1 Feb 2017.