LWM
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Lenox Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Lenox 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
2019
Q2 		– Sell
-1
Closed – – 711
2019
Q1 		$0 Buy
+1
New +$66 ﹤0.01% 702

Other funds holding PJP

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lenox Wealth Management's PJP Position: Q2 2019 in Review

Lenox Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2019, closing a stake of 1 share.

Lenox Wealth Management first reported a position in PJP in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 83 funds tracked by Wall St. Rank hold PJP as of Q2 2019.

  • Lenox Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 1 Invesco Pharmaceuticals ETF share in Q2 2019.
  • Lenox Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Invesco Pharmaceuticals ETF position peaked at $0 in Q1 2019.
  • 83 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.