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Asset Planning Services (Pennsylvania)’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio PJP Stock Details PJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1
Closed – – 284
2017
Q4 		$0 Sell
1
-1,077
-100% -$69.1K ﹤0.01% 298
2017
Q3 		$70K Buy
1,078
+540
+100% +$34.1K 0.04% 123
2017
Q2 		$34K Buy
+538
New +$32.3K 0.02% 155

Other funds holding PJP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s PJP Position: Q1 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2018, closing a stake of 1 share.

Asset Planning Services (Pennsylvania) first reported a position in PJP in Q2 2017 and held it in 3 quarters. The position peaked at $70K in Q3 2017. 96 funds tracked by Wall St. Rank hold PJP as of Q1 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1 Invesco Pharmaceuticals ETF share in Q1 2018.
  • Asset Planning Services (Pennsylvania) first reported a position in Invesco Pharmaceuticals ETF in Q2 2017 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s Invesco Pharmaceuticals ETF position peaked at $70K in Q3 2017.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2018, filed 4 May 2018.