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Smith & Howard Wealth Management’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-294
Closed -$8K – 168
2013
Q4 		$8K Hold
294
– – ﹤0.01% 210
2013
Q3 		$8K Hold
294
– – ﹤0.01% 209
2013
Q2 		$8K Buy
+294
New +$8.71K 0.01% 184

Other funds holding PCY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Smith & Howard Wealth Management's PCY Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q1 2014, closing a stake of 294 shares — an estimated $8K sold.

Smith & Howard Wealth Management first reported a position in PCY in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 135 funds tracked by Wall St. Rank hold PCY as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 294 Invesco Emerging Markets Sovereign Debt ETF shares in Q1 2014, an estimated $8K.
  • Smith & Howard Wealth Management first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Invesco Emerging Markets Sovereign Debt ETF position peaked at $8K in Q4 2013.
  • 135 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.