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Next Financial Group’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Next Financial Group’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
-100
Closed -$7K – 2067
2018
Q3 		$7K Buy
+100
New +$7.18K ﹤0.01% 1102
2017
Q4 		– Sell
-100
Closed -$7K – 1085
2017
Q3 		$7K Hold
100
– – ﹤0.01% 1337
2017
Q2 		$6K Sell
100
-312
-76% -$18.7K ﹤0.01% 1504
2017
Q1 		$25K Sell
412
-582
-59% -$34K 0.01% 964
2016
Q4 		$56K Buy
994
+76
+8% +$4.38K 0.01% 916
2016
Q3 		$57K Buy
918
+206
+29% +$13.5K 0.01% 897
2016
Q2 		$45K Buy
712
+200
+39% +$12.6K 0.01% 689
2016
Q1 		$30K Sell
512
-88
-15% -$5.38K 0.01% 785
2015
Q4 		$41K Hold
600
– – 0.02% 675
2015
Q3 		$39K Sell
600
-341
-36% -$26.5K 0.01% 711
2015
Q2 		$73K Hold
941
– – 0.03% 560
2015
Q1 		$71K Hold
941
– – 0.02% 569
2014
Q4 		$63K Sell
941
-124
-12% -$8.26K 0.02% 582
2014
Q3 		$68K Buy
+1,065
New +$65.8K 0.01% 808

Other funds holding PJP

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Next Financial Group's PJP Position: Q4 2018 in Review

Next Financial Group sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2018, closing a stake of 100 shares — an estimated $7K sold.

Next Financial Group first reported a position in PJP in Q3 2014 and held it in 14 quarters. The position peaked at $73K in Q2 2015. 91 funds tracked by Wall St. Rank hold PJP as of Q4 2018.

  • Next Financial Group reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 100 Invesco Pharmaceuticals ETF shares in Q4 2018, an estimated $7K.
  • Next Financial Group first reported a position in Invesco Pharmaceuticals ETF in Q3 2014 and held it in 14 quarters.
  • Next Financial Group's Invesco Pharmaceuticals ETF position peaked at $73K in Q2 2015.
  • 91 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.