UBV
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United Bank (Virginia)’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

United Bank (Virginia)’s Portfolio PEY Stock Details PEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,000
Closed -$170K – 131
2018
Q1 		$170K Hold
10,000
– – 0.04% 128
2017
Q4 		$178K Buy
+10,000
New +$175K 0.04% 138

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AIP
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Bank (Virginia)'s PEY Position: Q2 2018 in Review

United Bank (Virginia) sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q2 2018, closing a stake of 10,000 shares — an estimated $170K sold.

United Bank (Virginia) first reported a position in PEY in Q4 2017 and held it in 2 quarters. The position peaked at $178K in Q4 2017. 110 funds tracked by Wall St. Rank hold PEY as of Q2 2018.

  • United Bank (Virginia) reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q2 2018 after selling out during the quarter.
  • United Bank (Virginia) sold 10,000 Invesco High Yield Equity Dividend Achievers ETF shares in Q2 2018, an estimated $170K.
  • United Bank (Virginia) first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 2 quarters.
  • United Bank (Virginia)'s Invesco High Yield Equity Dividend Achievers ETF position peaked at $178K in Q4 2017.
  • 110 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q2 2018.

Based on United Bank (Virginia)'s 13F filing for Q2 2018, filed 20 Aug 2018.