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Wealthfront’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History

Wealthfront’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
2014
Q3 		– Sell
-500
Closed -$6K – 708
2014
Q2 		$6K Buy
+500
New +$6.18K ﹤0.01% 533

Other funds holding PEY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealthfront's PEY Position: Q3 2014 in Review

Wealthfront sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q3 2014, closing a stake of 500 shares — an estimated $6K sold.

Wealthfront first reported a position in PEY in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 65 funds tracked by Wall St. Rank hold PEY as of Q3 2014.

  • Wealthfront reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q3 2014 after selling out during the quarter.
  • Wealthfront sold 500 Invesco High Yield Equity Dividend Achievers ETF shares in Q3 2014, an estimated $6K.
  • Wealthfront first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q2 2014 and held it in 1 quarter.
  • Wealthfront's Invesco High Yield Equity Dividend Achievers ETF position peaked at $6K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.