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Piershale Financial Group’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Piershale Financial Group’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-751
Closed -$28K – 153
2016
Q1 		$28K Buy
751
+1
+0.1% +$34 0.02% 45
2015
Q4 		$28K Buy
+750
New +$28.2K 0.02% 59

Other funds holding PEJ

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Piershale Financial Group's PEJ Position: Q2 2016 in Review

Piershale Financial Group sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q2 2016, closing a stake of 751 shares — an estimated $28K sold.

Piershale Financial Group first reported a position in PEJ in Q4 2015 and held it in 2 quarters. The position peaked at $28K in Q1 2016. 44 funds tracked by Wall St. Rank hold PEJ as of Q2 2016.

  • Piershale Financial Group reported no remaining Invesco Leisure and Entertainment ETF position as of Q2 2016 after selling out during the quarter.
  • Piershale Financial Group sold 751 Invesco Leisure and Entertainment ETF shares in Q2 2016, an estimated $28K.
  • Piershale Financial Group first reported a position in Invesco Leisure and Entertainment ETF in Q4 2015 and held it in 2 quarters.
  • Piershale Financial Group's Invesco Leisure and Entertainment ETF position peaked at $28K in Q1 2016.
  • 44 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q2 2016.

Based on Piershale Financial Group's 13F filing for Q2 2016, filed 15 Jul 2016.