Polaris Wealth Advisory Group’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-518	Closed	-$14K	–	355
2018 Q3	$14K	Sell	518 -37,573	-99%	-$1.01M	﹤0.01%	369
2018 Q2	$1.07M	Hold	38,091	–	–	0.09%	78
2018 Q1	$1.07M	Buy	38,091 +6,006	+19%	+$172K	0.09%	87
2017 Q4	$948K	Buy	+32,085	New	+$947K	0.08%	87
2016 Q4	–	Sell	-189,017	Closed	-$5.79M	–	122
2016 Q3	$5.79M	Sell	189,017 -450	-0.2%	-$13.6K	0.69%	51
2016 Q2	$5.6M	Buy	189,467 +2,180	+1%	+$62.4K	0.87%	39
2016 Q1	$5.3M	Buy	+187,287	New	+$5.13M	0.83%	41

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

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

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

CPO

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

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

Polaris Wealth Advisory Group's PCY Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2018, closing a stake of 518 shares — an estimated $14K sold.

Polaris Wealth Advisory Group first reported a position in PCY in Q1 2016 and held it in 7 quarters. The position peaked at $5.79M in Q3 2016. 236 funds tracked by Wall St. Rank hold PCY as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 518 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2018, an estimated $14K.
Polaris Wealth Advisory Group first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q1 2016 and held it in 7 quarters.
Polaris Wealth Advisory Group's Invesco Emerging Markets Sovereign Debt ETF position peaked at $5.79M in Q3 2016.
236 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.