Gupta Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Gupta Wealth Management’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
2016 Q1	$1M	Hold	35,485	–	–	0.24%	92
2015 Q4	$969K	Sell	35,485 -2,960	-8%	-$82.3K	0.25%	91
2015 Q3	$1.05M	Buy	38,445 +16	+0%	+$442	0.26%	82
2015 Q2	$1.06M	Sell	38,429 -1,516	-4%	-$43K	0.26%	86
2015 Q1	$1.14M	Buy	+39,945	New	+$1.13M	0.33%	75

Other funds holding PCY

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

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Gupta Wealth Management's PCY Position: Q1 2016 in Review

Gupta Wealth Management held its Invesco Emerging Markets Sovereign Debt ETF (PCY) position steady in Q1 2016 at 35,485 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #92.

Gupta Wealth Management first reported a position in PCY in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.14M in Q1 2015. 166 funds tracked by Wall St. Rank hold PCY as of Q1 2016.

Gupta Wealth Management held 35,485 shares of Invesco Emerging Markets Sovereign Debt ETF worth $1M as of Q1 2016.
Gupta Wealth Management left its Invesco Emerging Markets Sovereign Debt ETF share count unchanged in Q1 2016.
Invesco Emerging Markets Sovereign Debt ETF made up 0.24% of Gupta Wealth Management's portfolio in Q1 2016, its #92 holding.
Gupta Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1.14M in Q1 2015.
166 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.