Fort Point Capital Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Fort Point Capital Partners’s Portfolio PCY Stock Details PCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-30,280	Closed	-$561K	–	274
2022 Q2	$561K	Buy	30,280 +2,621	+9%	+$53.1K	0.09%	150
2022 Q1	$625K	Sell	27,659 -8,227	-23%	-$196K	0.09%	150
2021 Q4	$946K	Buy	+35,886	New	+$949K	0.13%	106
2016 Q1	–	Sell	-8,324	Closed	-$227K	–	128
2015 Q4	$227K	Hold	8,324	–	–	0.12%	98
2015 Q3	$228K	Hold	8,324	–	–	0.14%	70
2015 Q2	$231K	Hold	8,324	–	–	0.14%	63
2015 Q1	$237K	Hold	8,324	–	–	0.16%	55
2014 Q4	$234K	Hold	8,324	–	–	0.17%	47
2014 Q3	$237K	Hold	8,324	–	–	0.18%	52
2014 Q2	$243K	Sell	8,324 -19	-0.2%	-$545	0.22%	32
2014 Q1	$234K	Hold	8,343	–	–	0.23%	37
2013 Q4	$225K	Buy	+8,343	New	+$228K	0.17%	31

Other funds holding PCY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fort Point Capital Partners's PCY Position: Q3 2022 in Review

Fort Point Capital Partners sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2022, closing a stake of 30,280 shares — an estimated $561K sold.

Fort Point Capital Partners first reported a position in PCY in Q4 2013 and held it in 12 quarters. The position peaked at $946K in Q4 2021. 192 funds tracked by Wall St. Rank hold PCY as of Q3 2022.

Fort Point Capital Partners reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2022 after selling out during the quarter.
Fort Point Capital Partners sold 30,280 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2022, an estimated $561K.
Fort Point Capital Partners first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2013 and held it in 12 quarters.
Fort Point Capital Partners's Invesco Emerging Markets Sovereign Debt ETF position peaked at $946K in Q4 2021.
192 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2022.

Based on Fort Point Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.