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	-$33.7K	–	398
2019 Q2	$33.7K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Meridian Wealth Management's PCY Position: Q3 2019 in Review

Meridian Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2019, closing a stake of 1,162 shares — an estimated $33.7K sold.

Meridian Wealth Management first reported a position in PCY in Q4 2016 and held it in 7 quarters. The position peaked at $527K in Q2 2017. 237 funds tracked by Wall St. Rank hold PCY as of Q3 2019.

Meridian Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 1,162 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2019, an estimated $33.7K.
Meridian Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2016 and held it in 7 quarters.
Meridian Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $527K in Q2 2017.
237 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.