FMP
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Financial Management Professionals’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Financial Management Professionals’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
2014
Q3 		– Sell
-55,819
Closed -$3.41M – 263
2014
Q2 		$3.41M Buy
+55,819
New +$3.24M 2.26% 12

Other funds holding PJP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Financial Management Professionals's PJP Position: Q3 2014 in Review

Financial Management Professionals sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2014, closing a stake of 55,819 shares — an estimated $3.41M sold.

Financial Management Professionals first reported a position in PJP in Q2 2014 and held it in 1 quarter. The position peaked at $3.41M in Q2 2014. 90 funds tracked by Wall St. Rank hold PJP as of Q3 2014.

  • Financial Management Professionals reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2014 after selling out during the quarter.
  • Financial Management Professionals sold 55,819 Invesco Pharmaceuticals ETF shares in Q3 2014, an estimated $3.41M.
  • Financial Management Professionals first reported a position in Invesco Pharmaceuticals ETF in Q2 2014 and held it in 1 quarter.
  • Financial Management Professionals's Invesco Pharmaceuticals ETF position peaked at $3.41M in Q2 2014.
  • 90 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2014.

Based on Financial Management Professionals's 13F filing for Q3 2014, filed 3 Nov 2014.