First Manhattan’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

First Manhattan’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
2017 Q2	–	Sell	-400	Closed	-$6K	–	1445
2017 Q1	$6K	Hold	400	–	–	﹤0.01%	1244
2016 Q4	$6K	Buy	+400	New	+$6.46K	﹤0.01%	1229

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

First Manhattan's PEY Position: Q2 2017 in Review

First Manhattan sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2017, closing a stake of 400 shares — an estimated $6K sold.

First Manhattan first reported a position in PEY in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 119 funds tracked by Wall St. Rank hold PEY as of Q2 2017.

First Manhattan reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2017 after selling out during the quarter.
First Manhattan sold 400 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2017, an estimated $6K.
First Manhattan first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2016 and held it in 2 quarters.
First Manhattan's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6K in Q1 2017.
119 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2017.

Based on First Manhattan's 13F filing for Q2 2017, filed 28 Jul 2017.