Simply Money Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Simply Money 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
2013 Q4	–	Sell	-323	Closed	-$15K	–	128
2013 Q3	$15K	Buy	323 +83	+35%	+$3.79K	﹤0.01%	52
2013 Q2	$10K	Buy	+240	New	+$9.99K	﹤0.01%	167

Other funds holding PJP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Simply Money Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2013, closing a stake of 323 shares — an estimated $15K sold.

Simply Money Advisors first reported a position in PJP in Q2 2013 and held it in 2 quarters. The position peaked at $15K in Q3 2013. 71 funds tracked by Wall St. Rank hold PJP as of Q4 2013.

Simply Money Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2013 after selling out during the quarter.
Simply Money Advisors sold 323 Invesco Pharmaceuticals ETF shares in Q4 2013, an estimated $15K.
Simply Money Advisors first reported a position in Invesco Pharmaceuticals ETF in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Invesco Pharmaceuticals ETF position peaked at $15K in Q3 2013.
71 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2013.

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