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WAM
Wealthspire Advisors (Maryland)’s
Invesco Emerging Markets Sovereign Debt ETF
PCY
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
PCY Stock Details
PCY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-10
Closed
–
–
1562
2019
Q1
$0
Buy
+10
New
+$274
﹤0.01%
2559
2018
Q4
–
Sell
-3,033
Closed
-$82K
–
2534
2018
Q3
$82K
Sell
3,033
-275
-8%
-$7.41K
0.01%
771
2018
Q2
$88K
Sell
3,308
-792
-19%
-$21.6K
0.01%
754
2018
Q1
$116K
Hold
4,100
–
–
0.01%
655
2017
Q4
$121K
Sell
4,100
-2,000
-33%
-$59K
0.01%
641
2017
Q3
$182K
Hold
6,100
–
–
0.02%
507
2017
Q2
$179K
Buy
6,100
+5,400
+771%
+$159K
0.02%
490
2017
Q1
$20K
Hold
700
–
–
﹤0.01%
1084
2016
Q4
$20K
Hold
700
–
–
﹤0.01%
1020
2016
Q3
$21K
Hold
700
–
–
﹤0.01%
1038
2016
Q2
$21K
Hold
700
–
–
﹤0.01%
984
2016
Q1
$20K
Sell
700
-400
-36%
-$11K
﹤0.01%
971
2015
Q4
$30K
Buy
+1,100
New
+$30.6K
0.01%
839
Other funds holding PCY
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$95.4B AUM
38.74%
1-Year Est. Return
PO
Private Ocean
San Rafael, California
$1.13B AUM
11.01%
1-Year Est. Return
CPO
Cerity Partners OCIO
New York
$1.67B AUM
13.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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