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Transamerica Financial Advisors’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Transamerica Financial 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
2016
Q2 		– Sell
-280
Closed -$17K – 625
2016
Q1 		$17K Buy
280
+59
+27% +$3.61K ﹤0.01% 501
2015
Q4 		$16K Hold
221
– – ﹤0.01% 550
2015
Q3 		$15K Buy
+221
New +$17.2K ﹤0.01% 533

Other funds holding PJP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Transamerica Financial Advisors's PJP Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2016, closing a stake of 280 shares — an estimated $17K sold.

Transamerica Financial Advisors first reported a position in PJP in Q3 2015 and held it in 3 quarters. The position peaked at $17K in Q1 2016. 97 funds tracked by Wall St. Rank hold PJP as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 280 Invesco Pharmaceuticals ETF shares in Q2 2016, an estimated $17K.
  • Transamerica Financial Advisors first reported a position in Invesco Pharmaceuticals ETF in Q3 2015 and held it in 3 quarters.
  • Transamerica Financial Advisors's Invesco Pharmaceuticals ETF position peaked at $17K in Q1 2016.
  • 97 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.