LPWM
PCY icon

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

Lake Point 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
2019
Q2 		$0 Hold
1
– – ﹤0.01% 684
2019
Q1 		$0 Hold
1
– – ﹤0.01% 812
2018
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 849

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Lake Point Wealth Management's PCY Position: Q2 2019 in Review

Lake Point Wealth Management held its Invesco Emerging Markets Sovereign Debt ETF (PCY) position steady in Q2 2019 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Lake Point Wealth Management first reported a position in PCY in Q4 2018 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold PCY as of Q2 2019.

  • Lake Point Wealth Management held 1 share of Invesco Emerging Markets Sovereign Debt ETF worth $0 as of Q2 2019.
  • Lake Point Wealth Management left its Invesco Emerging Markets Sovereign Debt ETF share count unchanged in Q2 2019.
  • Invesco Emerging Markets Sovereign Debt ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #684 holding.
  • Lake Point Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2018 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.