NNP
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Nachman Norwood & Parrott’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Nachman Norwood & Parrott’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-800
Closed -$11K – 804
2020
Q3 		$11K Buy
+800
New +$11.8K ﹤0.01% 737

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Nachman Norwood & Parrott's PEY Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2020, closing a stake of 800 shares — an estimated $11K sold.

Nachman Norwood & Parrott first reported a position in PEY in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 129 funds tracked by Wall St. Rank hold PEY as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 800 Invesco High Yield Equity Dividend Achievers ETF shares in Q4 2020, an estimated $11K.
  • Nachman Norwood & Parrott first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Invesco High Yield Equity Dividend Achievers ETF position peaked at $11K in Q3 2020.
  • 129 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.