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Squar Milner Financial Services’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-250
Closed -$17K – 838
2018
Q2 		$17K Buy
+250
New +$16.1K 0.02% 508

Other funds holding PJP

PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Squar Milner Financial Services's PJP Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2018, closing a stake of 250 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in PJP in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 96 funds tracked by Wall St. Rank hold PJP as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 250 Invesco Pharmaceuticals ETF shares in Q3 2018, an estimated $17K.
  • Squar Milner Financial Services first reported a position in Invesco Pharmaceuticals ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Invesco Pharmaceuticals ETF position peaked at $17K in Q2 2018.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.