SMA
PEJ icon

Simply Money Advisors’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-125
Closed -$4K – 126
2013
Q3 		$4K Buy
+125
New +$3.78K ﹤0.01% 93

Other funds holding PEJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Simply Money Advisors's PEJ Position: Q4 2013 in Review

Simply Money Advisors sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q4 2013, closing a stake of 125 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in PEJ in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 36 funds tracked by Wall St. Rank hold PEJ as of Q4 2013.

  • Simply Money Advisors reported no remaining Invesco Leisure and Entertainment ETF position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 125 Invesco Leisure and Entertainment ETF shares in Q4 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Invesco Leisure and Entertainment ETF in Q3 2013 and held it in 1 quarter.
  • Simply Money Advisors's Invesco Leisure and Entertainment ETF position peaked at $4K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.