Winch Advisory Services’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Winch Advisory Services’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
2019 Q2	–	Sell	-30	Closed	-$2K	–	461
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	332
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	303
2018 Q3	$2K	Buy	+30	New	+$2.15K	﹤0.01%	287

Other funds holding PJP

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winch Advisory Services's PJP Position: Q2 2019 in Review

Winch Advisory Services sold out of Invesco Pharmaceuticals ETF (PJP) in Q2 2019, closing a stake of 30 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in PJP in Q3 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 83 funds tracked by Wall St. Rank hold PJP as of Q2 2019.

Winch Advisory Services reported no remaining Invesco Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
Winch Advisory Services sold 30 Invesco Pharmaceuticals ETF shares in Q2 2019, an estimated $2K.
Winch Advisory Services first reported a position in Invesco Pharmaceuticals ETF in Q3 2018 and held it in 3 quarters.
Winch Advisory Services's Invesco Pharmaceuticals ETF position peaked at $2K in Q1 2019.
83 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q2 2019.

Based on Winch Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.