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Cornerstone Financial Partners’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Cornerstone Financial Partners’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
Q1 		– Sell
-3,104
Closed -$218K – 172
2015
Q4 		$218K Buy
+3,104
New +$220K 0.08% 130

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Wells Fargo
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Morgan Stanley
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NFC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAM
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Commonwealth Equity Services
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SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return

Cornerstone Financial Partners's PJP Position: Q1 2016 in Review

Cornerstone Financial Partners sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2016, closing a stake of 3,104 shares — an estimated $218K sold.

Cornerstone Financial Partners first reported a position in PJP in Q4 2015 and held it in 1 quarter. The position peaked at $218K in Q4 2015. 93 funds tracked by Wall St. Rank hold PJP as of Q1 2016.

  • Cornerstone Financial Partners reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 3,104 Invesco Pharmaceuticals ETF shares in Q1 2016, an estimated $218K.
  • Cornerstone Financial Partners first reported a position in Invesco Pharmaceuticals ETF in Q4 2015 and held it in 1 quarter.
  • Cornerstone Financial Partners's Invesco Pharmaceuticals ETF position peaked at $218K in Q4 2015.
  • 93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2016.

Based on Cornerstone Financial Partners's 13F filing for Q1 2016, filed 6 May 2016.