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Diversified Investment Strategies’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Diversified Investment 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
2014
Q2 		– Sell
-4,550
Closed -$55K – 67
2014
Q1 		$55K Buy
+4,550
New +$53.3K 0.04% 67

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Diversified Investment Strategies's PEY Position: Q2 2014 in Review

Diversified Investment Strategies sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2014, closing a stake of 4,550 shares — an estimated $55K sold.

Diversified Investment Strategies first reported a position in PEY in Q1 2014 and held it in 1 quarter. The position peaked at $55K in Q1 2014. 69 funds tracked by Wall St. Rank hold PEY as of Q2 2014.

  • Diversified Investment Strategies reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2014 after selling out during the quarter.
  • Diversified Investment Strategies sold 4,550 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2014, an estimated $55K.
  • Diversified Investment Strategies first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q1 2014 and held it in 1 quarter.
  • Diversified Investment Strategies's Invesco High Yield Equity Dividend Achievers ETF position peaked at $55K in Q1 2014.
  • 69 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2014.

Based on Diversified Investment Strategies's 13F filing for Q2 2014, filed 21 Jul 2014.