Placemark Investments’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Placemark Investments’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
2014 Q4	$409K	Buy	+30,274	New	+$393K	0.01%	1271

Other funds holding PEY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Placemark Investments's PEY Position: Q4 2014 in Review

Placemark Investments opened a new position in Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q4 2014: 30,274 shares worth $409K. The stake represents 0.01% of the portfolio and ranks #1271 among its holdings.

82 funds tracked by Wall St. Rank hold PEY as of Q4 2014.

Placemark Investments held 30,274 shares of Invesco High Yield Equity Dividend Achievers ETF worth $409K as of Q4 2014.
Invesco High Yield Equity Dividend Achievers ETF was a new Placemark Investments position in Q4 2014.
Invesco High Yield Equity Dividend Achievers ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1271 holding.
82 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.