OneDigital Investment Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

OneDigital Investment Advisors’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 Q2	–	Sell	-81	Closed	-$5K	–	1359
2018 Q1	$5K	Hold	81	–	–	﹤0.01%	1156
2017 Q4	$5K	Buy	+81	New	+$5.19K	﹤0.01%	1089
2017 Q3	–	Sell	-81	Closed	-$5K	–	1144
2017 Q2	$5K	Buy	+81	New	+$4.86K	﹤0.01%	1061

Other funds holding PJP

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

OneDigital Investment Advisors's PJP Position: Q2 2018 in Review

OneDigital Investment Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2018, closing a stake of 81 shares — an estimated $5K sold.

OneDigital Investment Advisors first reported a position in PJP in Q2 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 85 funds tracked by Wall St. Rank hold PJP as of Q2 2018.

OneDigital Investment Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 81 Invesco Pharmaceuticals ETF shares in Q2 2018, an estimated $5K.
OneDigital Investment Advisors first reported a position in Invesco Pharmaceuticals ETF in Q2 2017 and held it in 3 quarters.
OneDigital Investment Advisors's Invesco Pharmaceuticals ETF position peaked at $5K in Q1 2018.
85 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2018.

Based on OneDigital Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.