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Atria Investments’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Atria Investments’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,933
Closed -$518K – 707
2016
Q4 		$518K Buy
+12,933
New +$496K 0.04% 334

Other funds holding PEJ

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UCFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Investments's PEJ Position: Q1 2017 in Review

Atria Investments sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2017, closing a stake of 12,933 shares — an estimated $518K sold.

Atria Investments first reported a position in PEJ in Q4 2016 and held it in 1 quarter. The position peaked at $518K in Q4 2016. 34 funds tracked by Wall St. Rank hold PEJ as of Q1 2017.

  • Atria Investments reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2017 after selling out during the quarter.
  • Atria Investments sold 12,933 Invesco Leisure and Entertainment ETF shares in Q1 2017, an estimated $518K.
  • Atria Investments first reported a position in Invesco Leisure and Entertainment ETF in Q4 2016 and held it in 1 quarter.
  • Atria Investments's Invesco Leisure and Entertainment ETF position peaked at $518K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2017.

Based on Atria Investments's 13F filing for Q1 2017, filed 14 Apr 2017.