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Meridian Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Meridian 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
2017
Q1 		– Sell
-10,000
Closed -$560K – 172
2016
Q4 		$560K Buy
+10,000
New +$576K 0.44% 54

Other funds holding PJP

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
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Meridian Wealth Management's PJP Position: Q1 2017 in Review

Meridian Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2017, closing a stake of 10,000 shares — an estimated $560K sold.

Meridian Wealth Management first reported a position in PJP in Q4 2016 and held it in 1 quarter. The position peaked at $560K in Q4 2016. 96 funds tracked by Wall St. Rank hold PJP as of Q1 2017.

  • Meridian Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 10,000 Invesco Pharmaceuticals ETF shares in Q1 2017, an estimated $560K.
  • Meridian Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2016 and held it in 1 quarter.
  • Meridian Wealth Management's Invesco Pharmaceuticals ETF position peaked at $560K in Q4 2016.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2017.

Based on Meridian Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.