SFPM
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Sensible Financial Planning & Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Sensible Financial Planning & Management’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
2016
Q1 		– Sell
-100
Closed -$7K – 82
2015
Q4 		$7K Buy
+100
New +$7.09K 0.01% 72

Other funds holding PJP

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return

Sensible Financial Planning & Management's PJP Position: Q1 2016 in Review

Sensible Financial Planning & Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2016, closing a stake of 100 shares — an estimated $7K sold.

Sensible Financial Planning & Management first reported a position in PJP in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 93 funds tracked by Wall St. Rank hold PJP as of Q1 2016.

  • Sensible Financial Planning & Management reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 100 Invesco Pharmaceuticals ETF shares in Q1 2016, an estimated $7K.
  • Sensible Financial Planning & Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2015 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Invesco Pharmaceuticals ETF position peaked at $7K in Q4 2015.
  • 93 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2016, filed 13 May 2016.