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

Winfield Associates’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
Q1 		– Sell
-400
Closed -$8K – 496
2017
Q4 		$8K Buy
+400
New +$6.99K ﹤0.01% 461

Other funds holding PEY

Bank of America
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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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 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

Winfield Associates's PEY Position: Q1 2018 in Review

Winfield Associates sold out of Invesco High Yield Equity Dividend Achievers ETF (PEY) in Q1 2018, closing a stake of 400 shares — an estimated $8K sold.

Winfield Associates first reported a position in PEY in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 118 funds tracked by Wall St. Rank hold PEY as of Q1 2018.

  • Winfield Associates reported no remaining Invesco High Yield Equity Dividend Achievers ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 400 Invesco High Yield Equity Dividend Achievers ETF shares in Q1 2018, an estimated $8K.
  • Winfield Associates first reported a position in Invesco High Yield Equity Dividend Achievers ETF in Q4 2017 and held it in 1 quarter.
  • Winfield Associates's Invesco High Yield Equity Dividend Achievers ETF position peaked at $8K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Invesco High Yield Equity Dividend Achievers ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.