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WealthPLAN Partners’s Invesco Pharmaceuticals ETF PJP Stock Holding History

WealthPLAN Partners’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
Q3 		$2.29K Sell
37
-37
-50% -$2.42K ﹤0.01% 838
2016
Q2 		$2.35K Buy
+74
New +$4.65K ﹤0.01% 2216

Other funds holding PJP

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

WealthPLAN Partners's PJP Position: Q3 2016 in Review

WealthPLAN Partners reduced its Invesco Pharmaceuticals ETF (PJP) stake by 50% in Q3 2016, selling an estimated $2.42K and leaving 37 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

WealthPLAN Partners first reported a position in PJP in Q2 2016 and has held it in 2 quarters since. The position peaked at $2.35K in Q2 2016. 96 funds tracked by Wall St. Rank hold PJP as of Q3 2016.

  • WealthPLAN Partners held 37 shares of Invesco Pharmaceuticals ETF worth $2.29K as of Q3 2016.
  • WealthPLAN Partners sold 37 Invesco Pharmaceuticals ETF shares in Q3 2016, an estimated $2.42K.
  • Invesco Pharmaceuticals ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #838 holding.
  • WealthPLAN Partners first reported a position in Invesco Pharmaceuticals ETF in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Invesco Pharmaceuticals ETF position peaked at $2.35K in Q2 2016.
  • 96 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.