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Calton & Associates’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Calton & Associates’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
-100
Closed -$6K – 1028
2017
Q4 		$6K Buy
+100
New +$6.41K ﹤0.01% 1211

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

Calton & Associates's PJP Position: Q1 2018 in Review

Calton & Associates sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2018, closing a stake of 100 shares — an estimated $6K sold.

Calton & Associates first reported a position in PJP in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 96 funds tracked by Wall St. Rank hold PJP as of Q1 2018.

  • Calton & Associates reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 100 Invesco Pharmaceuticals ETF shares in Q1 2018, an estimated $6K.
  • Calton & Associates first reported a position in Invesco Pharmaceuticals ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco Pharmaceuticals ETF position peaked at $6K in Q4 2017.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.