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RegentAtlantic Capital’s Invesco Pharmaceuticals ETF PJP Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-140
Closed -$9.31K – 777
2014
Q4 		$9.31K Buy
+140
New +$9.32K ﹤0.01% 924

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

RegentAtlantic Capital's PJP Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2015, closing a stake of 140 shares — an estimated $9.31K sold.

RegentAtlantic Capital first reported a position in PJP in Q4 2014 and held it in 1 quarter. The position peaked at $9.31K in Q4 2014. 105 funds tracked by Wall St. Rank hold PJP as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 140 Invesco Pharmaceuticals ETF shares in Q1 2015, an estimated $9.31K.
  • RegentAtlantic Capital first reported a position in Invesco Pharmaceuticals ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Invesco Pharmaceuticals ETF position peaked at $9.31K in Q4 2014.
  • 105 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.