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SHWM
Smith & Howard Wealth Management’s
Invesco Pharmaceuticals ETF
PJP
Stock Holding History
Smith & Howard Wealth 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
2014
Q1
–
Sell
-2,315
Closed
-$124K
–
175
2013
Q4
$124K
Sell
2,315
-312
-12%
-$15.6K
0.07%
71
2013
Q3
$121K
Hold
2,627
–
–
0.07%
50
2013
Q2
$111K
Buy
+2,627
New
+$109K
0.07%
54
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U
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$109B AUM
16.36%
1-Year Est. Return
LPL Financial
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$376B AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
NCM
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$788K AUM
23.27%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
SCM
Summit Capital Management
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$221M AUM
4.14%
1-Year Est. Return
PFG
Pacific Financial Group
Bellevue, Washington
$186M AUM
16.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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