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

Meridian 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
Q3 		– Sell
-1,162
Closed -$337 – 398
2019
Q2 		$337 Buy
+1,162
New +$32.7K 0.01% 441
2018
Q2 		– Sell
-12,675
Closed -$357K – 197
2018
Q1 		$357K Sell
12,675
-3,348
-21% -$96K 0.18% 120
2017
Q4 		$477K Buy
16,023
+2
+0% +$59 0.29% 80
2017
Q3 		$477K Sell
16,021
-1,968
-11% -$58.2K 0.3% 79
2017
Q2 		$527K Buy
17,989
+1,265
+8% +$37.3K 0.33% 73
2017
Q1 		$486K Sell
16,724
-1,230
-7% -$35.5K 0.29% 82
2016
Q4 		$507K Buy
+17,954
New +$520K 0.4% 60

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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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