KPCM
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Kings Point Capital Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Kings Point Capital 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
2015
Q4 		– Sell
-5,160
Closed -$342K – 372
2015
Q3 		$342K Buy
+5,160
New +$401K 0.09% 101

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Bank of America
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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kings Point Capital Management's PJP Position: Q4 2015 in Review

Kings Point Capital Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2015, closing a stake of 5,160 shares — an estimated $342K sold.

Kings Point Capital Management first reported a position in PJP in Q3 2015 and held it in 1 quarter. The position peaked at $342K in Q3 2015. 112 funds tracked by Wall St. Rank hold PJP as of Q4 2015.

  • Kings Point Capital Management reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 5,160 Invesco Pharmaceuticals ETF shares in Q4 2015, an estimated $342K.
  • Kings Point Capital Management first reported a position in Invesco Pharmaceuticals ETF in Q3 2015 and held it in 1 quarter.
  • Kings Point Capital Management's Invesco Pharmaceuticals ETF position peaked at $342K in Q3 2015.
  • 112 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2015.

Based on Kings Point Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.