PWAG
PCY icon

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return