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B. Riley Wealth Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

B. Riley Wealth Advisors’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
2016
Q4 		– Sell
-10,496
Closed -$647K – 613
2016
Q3 		$647K Buy
10,496
+38
+0.4% +$2.49K 0.13% 199
2016
Q2 		$663K Buy
10,458
+1,186
+13% +$74.6K 0.13% 192
2016
Q1 		$557K Sell
9,272
-1,192
-11% -$72.9K 0.13% 200
2015
Q4 		$733K Buy
10,464
+84
+0.8% +$5.96K 0.15% 175
2015
Q3 		$689K Buy
10,380
+1,025
+11% +$79.8K 0.17% 169
2015
Q2 		$733K Sell
9,355
-356
-4% -$27.7K 0.18% 153
2015
Q1 		$742K Buy
9,711
+2,171
+29% +$160K 0.18% 153
2014
Q4 		$502K Buy
7,540
+410
+6% +$27.3K 0.01% 942
2014
Q3 		$454K Sell
7,130
-5,526
-44% -$341K 0.12% 231
2014
Q2 		$389K Buy
12,656
+7,636
+152% +$443K 0.09% 242
2014
Q1 		$284K Buy
5,020
+1,135
+29% +$64.5K 0.09% 279
2013
Q4 		$208K Buy
3,885
+550
+16% +$27.5K 0.07% 332
2013
Q3 		$154K Buy
3,335
+100
+3% +$4.56K 0.05% 418
2013
Q2 		$137K Buy
+3,235
New +$135K 0.05% 461

Other funds holding PJP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

B. Riley Wealth Advisors's PJP Position: Q4 2016 in Review

B. Riley Wealth Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2016, closing a stake of 10,496 shares — an estimated $647K sold.

B. Riley Wealth Advisors first reported a position in PJP in Q2 2013 and held it in 14 quarters. The position peaked at $742K in Q1 2015. 101 funds tracked by Wall St. Rank hold PJP as of Q4 2016.

  • B. Riley Wealth Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,496 Invesco Pharmaceuticals ETF shares in Q4 2016, an estimated $647K.
  • B. Riley Wealth Advisors first reported a position in Invesco Pharmaceuticals ETF in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Invesco Pharmaceuticals ETF position peaked at $742K in Q1 2015.
  • 101 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.