MWPCG
PCY icon

Measured Wealth Private Client Group’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-300
Closed -$8K – 520
2018
Q3 		$8K Buy
+300
New +$8.09K ﹤0.01% 648

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Measured Wealth Private Client Group's PCY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2018, closing a stake of 300 shares — an estimated $8K sold.

Measured Wealth Private Client Group first reported a position in PCY in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 236 funds tracked by Wall St. Rank hold PCY as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 300 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2018, an estimated $8K.
  • Measured Wealth Private Client Group first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco Emerging Markets Sovereign Debt ETF position peaked at $8K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.