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Placemark Investments’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Placemark Investments’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
2013
Q4 		– Sell
-11,740
Closed -$540K – 1648
2013
Q3 		$540K Sell
11,740
-641
-5% -$29.2K 0.01% 1053
2013
Q2 		$524K Buy
+12,381
New +$515K 0.01% 1015

Other funds holding PJP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Placemark Investments's PJP Position: Q4 2013 in Review

Placemark Investments sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2013, closing a stake of 11,740 shares — an estimated $540K sold.

Placemark Investments first reported a position in PJP in Q2 2013 and held it in 2 quarters. The position peaked at $540K in Q3 2013. 71 funds tracked by Wall St. Rank hold PJP as of Q4 2013.

  • Placemark Investments reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2013 after selling out during the quarter.
  • Placemark Investments sold 11,740 Invesco Pharmaceuticals ETF shares in Q4 2013, an estimated $540K.
  • Placemark Investments first reported a position in Invesco Pharmaceuticals ETF in Q2 2013 and held it in 2 quarters.
  • Placemark Investments's Invesco Pharmaceuticals ETF position peaked at $540K in Q3 2013.
  • 71 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2013.

Based on Placemark Investments's 13F filing for Q4 2013, filed 14 Feb 2014.