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WealthPLAN Partners’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

WealthPLAN Partners’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
2017
Q4 		– Sell
-62,852
Closed -$1.87M – 232
2017
Q3 		$1.87M Buy
62,852
+5,665
+10% +$168K 0.53% 47
2017
Q2 		$1.67M Buy
+57,187
New +$1.68M 0.48% 51
2016
Q3 		$27.5K Sell
900
-4,424
-83% -$134K 0.01% 423
2016
Q2 		$26.8K Buy
+5,324
New +$152K ﹤0.01% 1234
2015
Q4 		$59.2K Buy
+7,304
New +$203K 0.01% 571
2015
Q2 		$57K Sell
2,050
-6
-0.3% -$170 0.02% 165
2015
Q1 		$59K Buy
+2,056
New +$58.3K 0.03% 225

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return