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Regal Investment Advisors’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Regal Investment Advisors’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
2017
Q1 		– Sell
-12,986
Closed -$367K – 272
2016
Q4 		$367K Buy
12,986
+564
+5% +$16.3K 0.1% 182
2016
Q3 		$380K Sell
12,422
-4,343
-26% -$132K 0.11% 180
2016
Q2 		$496K Sell
16,765
-3,035
-15% -$86.9K 0.14% 158
2016
Q1 		$560K Sell
19,800
-661
-3% -$18.1K 0.15% 140
2015
Q4 		$558K Sell
20,461
-2,664
-12% -$74.1K 0.14% 145
2015
Q3 		$634K Sell
23,125
-2,796
-11% -$77.3K 0.16% 134
2015
Q2 		$718K Buy
25,921
+644
+3% +$18.3K 0.19% 120
2015
Q1 		$718K Buy
25,277
+483
+2% +$13.7K 0.18% 132
2014
Q4 		$698K Buy
24,794
+387
+2% +$11.1K 0.19% 125
2014
Q3 		$695K Buy
24,407
+681
+3% +$19.8K 0.21% 119
2014
Q2 		$692K Sell
23,726
-781
-3% -$22.4K 0.25% 103
2014
Q1 		$686K Buy
24,507
+5,139
+27% +$140K 0.29% 93
2013
Q4 		$523K Sell
19,368
-10,750
-36% -$293K 0.3% 102
2013
Q3 		$823K Sell
30,118
-6,099
-17% -$165K 0.48% 78
2013
Q2 		$989K Buy
+36,217
New +$1.07M 0.55% 62

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Regal Investment Advisors's PCY Position: Q1 2017 in Review

Regal Investment Advisors sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2017, closing a stake of 12,986 shares — an estimated $367K sold.

Regal Investment Advisors first reported a position in PCY in Q2 2013 and held it in 15 quarters. The position peaked at $989K in Q2 2013. 199 funds tracked by Wall St. Rank hold PCY as of Q1 2017.

  • Regal Investment Advisors reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2017 after selling out during the quarter.
  • Regal Investment Advisors sold 12,986 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2017, an estimated $367K.
  • Regal Investment Advisors first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2013 and held it in 15 quarters.
  • Regal Investment Advisors's Invesco Emerging Markets Sovereign Debt ETF position peaked at $989K in Q2 2013.
  • 199 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2017.

Based on Regal Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.