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Squar Milner Financial Services’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Squar Milner Financial Services’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
-117
Closed -$3K – 763
2018
Q3 		$3K Hold
117
– – ﹤0.01% 693
2018
Q2 		$3K Buy
+117
New +$3.19K ﹤0.01% 789

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
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
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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Squar Milner Financial Services's PCY Position: Q4 2018 in Review

Squar Milner Financial Services sold out of Invesco Emerging Markets Sovereign Debt ETF (PCY) in Q4 2018, closing a stake of 117 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in PCY in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 236 funds tracked by Wall St. Rank hold PCY as of Q4 2018.

  • Squar Milner Financial Services reported no remaining Invesco Emerging Markets Sovereign Debt ETF position as of Q4 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 117 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2018, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Invesco Emerging Markets Sovereign Debt ETF position peaked at $3K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2018.

Based on Squar Milner Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.