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Sugarloaf Wealth Management’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Sugarloaf 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
2020
Q1 		– Sell
-100
Closed -$6K – 728
2019
Q4 		$6K Buy
+100
New +$6.08K ﹤0.01% 524

Other funds holding PJP

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sugarloaf Wealth Management's PJP Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of Invesco Pharmaceuticals ETF (PJP) in Q1 2020, closing a stake of 100 shares — an estimated $6K sold.

Sugarloaf Wealth Management first reported a position in PJP in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 86 funds tracked by Wall St. Rank hold PJP as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining Invesco Pharmaceuticals ETF position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Invesco Pharmaceuticals ETF shares in Q1 2020, an estimated $6K.
  • Sugarloaf Wealth Management first reported a position in Invesco Pharmaceuticals ETF in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Invesco Pharmaceuticals ETF position peaked at $6K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.