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Piershale Financial Group’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Piershale Financial 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
2020
Q1 		– Sell
-27,727
Closed -$820K – 13
2019
Q4 		$820K Sell
27,727
-2,712
-9% -$78.9K 0.44% 10
2019
Q3 		$887K Buy
+30,439
New +$894K 0.5% 9
2018
Q1 		– Sell
-138,380
Closed -$4.09M – 27
2017
Q4 		$4.09M Buy
+138,380
New +$4.08M 2.1% 12
2017
Q3 		– Sell
-375,375
Closed -$10.9M – 30
2017
Q2 		$10.9M Hold
375,375
– – 7.02% 7
2017
Q1 		$10.9M Sell
375,375
-182,524
-33% -$5.26M 7.02% 7
2016
Q4 		$15.8M Buy
557,899
+555,253
+20,985% +$16.1M 9.67% 4
2016
Q3 		$81K Sell
2,646
-724,279
-100% -$22M 0.06% 24
2016
Q2 		$21.5M Buy
+726,925
New +$20.8M 15.93% 2
2016
Q1 		– Sell
-333
Closed -$9K – 185
2015
Q4 		$9K Buy
+333
New +$9.26K 0.01% 127
2015
Q2 		– Sell
-13
Closed – – 131
2015
Q1 		$0 Hold
13
– – ﹤0.01% 161
2014
Q4 		$0 Sell
13
-518,950
-100% -$14.8M ﹤0.01% 158
2014
Q3 		$14.8M Buy
518,963
+42,326
+9% +$1.23M 11.83% 3
2014
Q2 		$13.9M Buy
+476,637
New +$13.7M 11.37% 1
2014
Q1 		– Sell
-608,928
Closed -$16.4M – 166
2013
Q4 		$16.4M Buy
608,928
+273,719
+82% +$7.47M 23.85% 1
2013
Q3 		$9.16M Buy
+335,209
New +$9.09M 8.3% 2

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Piershale Financial Group's PCY Position: Q1 2020 in Review

Piershale Financial Group sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2020, closing a stake of 27,727 shares — an estimated $820K sold.

Piershale Financial Group first reported a position in PCY in Q3 2013 and held it in 15 quarters. The position peaked at $21.5M in Q2 2016. 239 funds tracked by Wall St. Rank hold PCY as of Q1 2020.

  • Piershale Financial Group reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2020 after selling out during the quarter.
  • Piershale Financial Group sold 27,727 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2020, an estimated $820K.
  • Piershale Financial Group first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q3 2013 and held it in 15 quarters.
  • Piershale Financial Group's Invesco Emerging Markets Sovereign Debt ETF position peaked at $21.5M in Q2 2016.
  • 239 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2020.

Based on Piershale Financial Group's 13F filing for Q1 2020, filed 17 Apr 2020.