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

Mattern 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
2020
Q2 		– Sell
-13,994
Closed -$335K – 140
2020
Q1 		$335K Sell
13,994
-29,078
-68% -$817K 0.24% 93
2019
Q4 		$1.27M Buy
+43,072
New +$1.25M 0.76% 50

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
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mattern Wealth Management's PCY Position: Q2 2020 in Review

Mattern Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q2 2020, closing a stake of 13,994 shares — an estimated $335K sold.

Mattern Wealth Management first reported a position in PCY in Q4 2019 and held it in 2 quarters. The position peaked at $1.27M in Q4 2019. 198 funds tracked by Wall St. Rank hold PCY as of Q2 2020.

  • Mattern Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q2 2020 after selling out during the quarter.
  • Mattern Wealth Management sold 13,994 Invesco Emerging Markets Sovereign Debt ETF shares in Q2 2020, an estimated $335K.
  • Mattern Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2019 and held it in 2 quarters.
  • Mattern Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $1.27M in Q4 2019.
  • 198 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q2 2020.

Based on Mattern Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.