RCA
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Rowland Carmichael Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Rowland Carmichael 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
2019
Q1 		– Sell
-145
Closed -$9K – 337
2018
Q4 		$9K Sell
145
-61
-30% -$4.12K ﹤0.01% 282
2018
Q3 		$15K Hold
206
– – 0.01% 328
2018
Q2 		$14K Buy
+206
New +$13.3K 0.01% 333

Other funds holding PJP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rowland Carmichael Advisors's PJP Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2019, closing a stake of 145 shares — an estimated $9K sold.

Rowland Carmichael Advisors first reported a position in PJP in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2018. 95 funds tracked by Wall St. Rank hold PJP as of Q1 2019.

  • Rowland Carmichael Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 145 Invesco Pharmaceuticals ETF shares in Q1 2019, an estimated $9K.
  • Rowland Carmichael Advisors first reported a position in Invesco Pharmaceuticals ETF in Q2 2018 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Invesco Pharmaceuticals ETF position peaked at $15K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.