Kiley Juergens Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Kiley Juergens Wealth Management’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 Q4	–	Sell	-1,673	Closed	-$123K	–	480
2018 Q3	$123K	Buy	1,673 +1	+0.1%	+$72	0.09%	137
2018 Q2	$112K	Buy	+1,672	New	+$108K	0.1%	126
2018 Q1	–	Sell	-1,669	Closed	-$107K	–	461
2017 Q4	$107K	Buy	+1,669	New	+$107K	0.1%	120

Other funds holding PJP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Kiley Juergens Wealth Management's PJP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2018, closing a stake of 1,673 shares — an estimated $123K sold.

Kiley Juergens Wealth Management first reported a position in PJP in Q4 2017 and held it in 3 quarters. The position peaked at $123K in Q3 2018. 91 funds tracked by Wall St. Rank hold PJP as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,673 Invesco Pharmaceuticals ETF shares in Q4 2018, an estimated $123K.
Kiley Juergens Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Invesco Pharmaceuticals ETF position peaked at $123K in Q3 2018.
91 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.