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MSFP
Mark Sheptoff Financial Planning’s
Invesco Emerging Markets Sovereign Debt ETF
PCY
Stock Holding History
Mark Sheptoff Financial Planning’s Portfolio
PCY Stock Details
PCY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-38
Closed
-$1K
–
398
2022
Q3
$1K
Hold
38
–
–
﹤0.01%
355
2022
Q2
$1K
Sell
38
-67
-64%
-$1.36K
﹤0.01%
368
2022
Q1
$2K
Hold
105
–
–
﹤0.01%
387
2021
Q4
$3K
Hold
105
–
–
﹤0.01%
396
2021
Q3
$3K
Hold
105
–
–
﹤0.01%
358
2021
Q2
$3K
Hold
105
–
–
﹤0.01%
383
2021
Q1
$3K
Hold
105
–
–
﹤0.01%
341
2020
Q4
$3K
Hold
105
–
–
﹤0.01%
321
2020
Q3
$3K
Hold
105
–
–
﹤0.01%
289
2020
Q2
$3K
Hold
105
–
–
﹤0.01%
317
2020
Q1
$3K
Buy
+105
New
+$2.95K
﹤0.01%
300
2018
Q3
–
Sell
-1,766
Closed
-$47K
–
374
2018
Q2
$47K
Hold
1,766
–
–
0.03%
162
2018
Q1
$50K
Hold
1,766
–
–
0.03%
159
2017
Q4
$52K
Hold
1,766
–
–
0.03%
173
2017
Q3
$53K
Buy
+1,766
New
+$52.3K
0.04%
174
Other funds holding PCY
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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