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TCI Wealth Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

TCI Wealth 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
2014
Q2 		– Sell
-43
Closed -$2K – 922
2014
Q1 		$2K Buy
+43
New +$2.44K ﹤0.01% 732

Other funds holding PJP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TCI Wealth Advisors's PJP Position: Q2 2014 in Review

TCI Wealth Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2014, closing a stake of 43 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in PJP in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 86 funds tracked by Wall St. Rank hold PJP as of Q2 2014.

  • TCI Wealth Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 43 Invesco Pharmaceuticals ETF shares in Q2 2014, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Invesco Pharmaceuticals ETF in Q1 2014 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco Pharmaceuticals ETF position peaked at $2K in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2014.

Based on TCI Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.