PSI
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Pinnacle Summer Investments’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Pinnacle Summer Investments’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
2015
Q3 		– Sell
-183
Closed -$5K – 1034
2015
Q2 		$5K Buy
+183
New +$5.19K ﹤0.01% 613

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Summer Investments's PCY Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q3 2015, closing a stake of 183 shares — an estimated $5K sold.

Pinnacle Summer Investments first reported a position in PCY in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 151 funds tracked by Wall St. Rank hold PCY as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 183 Invesco Emerging Markets Sovereign Debt ETF shares in Q3 2015, an estimated $5K.
  • Pinnacle Summer Investments first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2015 and held it in 1 quarter.
  • Pinnacle Summer Investments's Invesco Emerging Markets Sovereign Debt ETF position peaked at $5K in Q2 2015.
  • 151 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.