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East Coast Asset Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

East Coast Asset 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
2013
Q3 		– Sell
-150
Closed -$2K – 273
2013
Q2 		$2K Buy
+150
New +$1.6K ﹤0.01% 401

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

East Coast Asset Management's PEY Position: Q3 2013 in Review

East Coast Asset Management sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2013, closing a stake of 150 shares — an estimated $2K sold.

East Coast Asset Management first reported a position in PEY in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 62 funds tracked by Wall St. Rank hold PEY as of Q3 2013.

  • East Coast Asset Management reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 150 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2013, an estimated $2K.
  • East Coast Asset Management first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's Invesco High Yield Equity Dividend Achievers ETF position peaked at $2K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.