WEC
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Winslow Evans & Crocker’s Invesco Emerging Markets Sovereign Debt ETF PCY Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$36K Buy
1,233
+188
+18% +$5.25K 0.01% 663
2020
Q3 		$28K Buy
+1,045
New +$28.9K 0.01% 565
2020
Q2 		– Sell
-1,790
Closed -$44K – 1156
2020
Q1 		$44K Buy
1,790
+690
+63% +$19.4K 0.01% 447
2019
Q4 		$34K Sell
1,100
-220
-17% -$6.4K 0.01% 575
2019
Q3 		$40K Sell
1,320
-130
-9% -$3.82K 0.01% 538
2019
Q2 		$44K Sell
1,450
-276
-16% -$7.76K 0.01% 539
2019
Q1 		$50K Buy
+1,726
New +$47.3K 0.01% 490
2018
Q1 		– Sell
-478
Closed -$14.1K – 1144
2017
Q4 		$14.1K Sell
478
-732
-60% -$21.6K ﹤0.01% 736
2017
Q3 		$36K Buy
1,210
+201
+20% +$5.95K 0.01% 548
2017
Q2 		$29.5K Buy
1,009
+711
+239% +$20.9K 0.01% 674
2017
Q1 		$8.66K Hold
298
– – ﹤0.01% 926
2016
Q4 		$8.42K Sell
298
-876
-75% -$25.4K ﹤0.01% 922
2016
Q3 		$35.9K Sell
1,174
-158
-12% -$4.79K 0.01% 613
2016
Q2 		$39.4K Sell
1,332
-1,076
-45% -$30.8K 0.01% 571
2016
Q1 		$68.1K Sell
2,408
-98
-4% -$2.69K 0.02% 442
2015
Q4 		$68.4K Buy
2,506
+1,658
+196% +$46.1K 0.02% 472
2015
Q3 		$23.3K Sell
848
-2
-0.2% -$55 0.01% 684
2015
Q2 		$23.5K Buy
850
+470
+124% +$13.3K 0.01% 727
2015
Q1 		$10.8K Hold
380
– – ﹤0.01% 866
2014
Q4 		$10.7K Hold
380
– – ﹤0.01% 872
2014
Q3 		$10.8K Hold
380
– – ﹤0.01% 877
2014
Q2 		$11.1K Hold
380
– – ﹤0.01% 826
2014
Q1 		$10.6K Hold
380
– – ﹤0.01% 826
2013
Q4 		$10K Buy
+380
New +$10.4K ﹤0.01% 910

Other funds holding PCY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winslow Evans & Crocker's PCY Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Invesco Emerging Markets Sovereign Debt ETF (PCY) stake by 18% in Q4 2020, buying an estimated $5.25K and bringing the position to 1,233 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #663.

Winslow Evans & Crocker first reported a position in PCY in Q4 2013 and has held it in 24 quarters since. The position peaked at $68.4K in Q4 2015. 231 funds tracked by Wall St. Rank hold PCY as of Q4 2020.

  • Winslow Evans & Crocker held 1,233 shares of Invesco Emerging Markets Sovereign Debt ETF worth $36K as of Q4 2020.
  • Winslow Evans & Crocker bought 188 Invesco Emerging Markets Sovereign Debt ETF shares in Q4 2020, an estimated $5.25K.
  • Invesco Emerging Markets Sovereign Debt ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #663 holding.
  • Winslow Evans & Crocker first reported a position in Invesco Emerging Markets Sovereign Debt ETF in Q4 2013 and has held it in 24 quarters since.
  • Winslow Evans & Crocker's Invesco Emerging Markets Sovereign Debt ETF position peaked at $68.4K in Q4 2015.
  • 231 funds tracked by Wall St. Rank held Invesco Emerging Markets Sovereign Debt ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.