United Capital Financial Advisors’s Invesco Global ex-US High Yield Corporate Bond ETF PGHY Stock Holding History

United Capital Financial Advisors’s Portfolio PGHY Stock Details PGHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-31,081	Closed	-$729K	–	1360
2018 Q2	$729K	Buy	31,081 +923	+3%	+$21.8K	0.01%	843
2018 Q1	$712K	Sell	30,158 -262	-0.9%	-$6.24K	0.01%	861
2017 Q4	$725K	Hold	30,420	–	–	0.01%	866
2017 Q3	$738K	Sell	30,420 -5,165	-15%	-$125K	0.01%	858
2017 Q2	$863K	Buy	+35,585	New	+$870K	0.01%	802
2016 Q3	–	Sell	-11,708	Closed	-$281K	–	1298
2016 Q2	$281K	Sell	11,708 -12,910	-52%	-$305K	﹤0.01%	1057
2016 Q1	$571K	Sell	24,618 -22,348	-48%	-$508K	0.01%	841
2015 Q4	$1.08M	Sell	46,966 -16,820	-26%	-$391K	0.01%	675
2015 Q3	$1.48M	Sell	63,786 -13,896	-18%	-$326K	0.02%	589
2015 Q2	$1.82M	Buy	77,682 +4,161	+6%	+$98.1K	0.02%	586
2015 Q1	$1.74M	Buy	73,521 +10,519	+17%	+$245K	0.02%	597
2014 Q4	$1.47M	Buy	+63,002	New	+$1.5M	0.02%	547

Other funds holding PGHY

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

United Capital Financial Advisors's PGHY Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Invesco Global ex-US High Yield Corporate Bond ETF (PGHY) in Q3 2018, closing a stake of 31,081 shares — an estimated $729K sold.

United Capital Financial Advisors first reported a position in PGHY in Q4 2014 and held it in 12 quarters. The position peaked at $1.82M in Q2 2015. 47 funds tracked by Wall St. Rank hold PGHY as of Q3 2018.

United Capital Financial Advisors reported no remaining Invesco Global ex-US High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 31,081 Invesco Global ex-US High Yield Corporate Bond ETF shares in Q3 2018, an estimated $729K.
United Capital Financial Advisors first reported a position in Invesco Global ex-US High Yield Corporate Bond ETF in Q4 2014 and held it in 12 quarters.
United Capital Financial Advisors's Invesco Global ex-US High Yield Corporate Bond ETF position peaked at $1.82M in Q2 2015.
47 funds tracked by Wall St. Rank held Invesco Global ex-US High Yield Corporate Bond ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.