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Wealthfront’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-45
Closed -$3K – 847
2015
Q3 		$3K Buy
45
+30
+200% +$2.33K ﹤0.01% 1155
2015
Q2 		$1K Buy
+15
New +$1.17K ﹤0.01% 1249

Other funds holding PJP

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Wealthfront's PJP Position: Q4 2015 in Review

Wealthfront sold out of Invesco Pharmaceuticals ETF (PJP) in Q4 2015, closing a stake of 45 shares — an estimated $3K sold.

Wealthfront first reported a position in PJP in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2015. 112 funds tracked by Wall St. Rank hold PJP as of Q4 2015.

  • Wealthfront reported no remaining Invesco Pharmaceuticals ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 45 Invesco Pharmaceuticals ETF shares in Q4 2015, an estimated $3K.
  • Wealthfront first reported a position in Invesco Pharmaceuticals ETF in Q2 2015 and held it in 2 quarters.
  • Wealthfront's Invesco Pharmaceuticals ETF position peaked at $3K in Q3 2015.
  • 112 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.