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

Merriman 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
2016
Q3 		– Sell
-85,347
Closed -$5.41M – 143
2016
Q2 		$5.41M Buy
+85,347
New +$5.37M 1.52% 20

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
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
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Merriman Wealth Management's PJP Position: Q3 2016 in Review

Merriman Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2016, closing a stake of 85,347 shares — an estimated $5.41M sold.

Merriman Wealth Management first reported a position in PJP in Q2 2016 and held it in 1 quarter. The position peaked at $5.41M in Q2 2016. 96 funds tracked by Wall St. Rank hold PJP as of Q3 2016.

  • Merriman Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2016 after selling out during the quarter.
  • Merriman Wealth Management sold 85,347 Invesco Pharmaceuticals ETF shares in Q3 2016, an estimated $5.41M.
  • Merriman Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q2 2016 and held it in 1 quarter.
  • Merriman Wealth Management's Invesco Pharmaceuticals ETF position peaked at $5.41M in Q2 2016.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2016.

Based on Merriman Wealth Management's 13F filing for Q3 2016, filed 20 Oct 2016.