Winslow Evans & Crocker’s Invesco Pharmaceuticals ETF PJP Stock Holding History

Winslow Evans & Crocker’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
2017 Q3	–	Sell	-500	Closed	-$31.4K	–	1219
2017 Q2	$31.4K	Sell	500 -40	-7%	-$2.4K	0.01%	659
2017 Q1	$31.7K	Hold	540	–	–	0.01%	640
2016 Q4	$30.3K	Sell	540 -350	-39%	-$20.2K	0.01%	650
2016 Q3	$54.9K	Hold	890	–	–	0.02%	516
2016 Q2	$56.4K	Hold	890	–	–	0.02%	489
2016 Q1	$53.5K	Hold	890	–	–	0.02%	482
2015 Q4	$62.3K	Hold	890	–	–	0.02%	490
2015 Q3	$59.1K	Hold	890	–	–	0.02%	485
2015 Q2	$69.7K	Buy	890 +40	+5%	+$3.11K	0.02%	490
2015 Q1	$64.9K	Sell	850 -150	-15%	-$11K	0.02%	501
2014 Q4	$66.5K	Hold	1,000	–	–	0.02%	487
2014 Q3	$63.6K	Hold	1,000	–	–	0.02%	510
2014 Q2	$61.1K	Hold	1,000	–	–	0.02%	455
2014 Q1	$56.6K	Buy	+1,000	New	+$56.8K	0.02%	466

Other funds holding PJP

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 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

PAM

Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Winslow Evans & Crocker's PJP Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Invesco Pharmaceuticals ETF (PJP) in Q3 2017, closing a stake of 500 shares — an estimated $31.4K sold.

Winslow Evans & Crocker first reported a position in PJP in Q1 2014 and held it in 14 quarters. The position peaked at $69.7K in Q2 2015. 90 funds tracked by Wall St. Rank hold PJP as of Q3 2017.

Winslow Evans & Crocker reported no remaining Invesco Pharmaceuticals ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 500 Invesco Pharmaceuticals ETF shares in Q3 2017, an estimated $31.4K.
Winslow Evans & Crocker first reported a position in Invesco Pharmaceuticals ETF in Q1 2014 and held it in 14 quarters.
Winslow Evans & Crocker's Invesco Pharmaceuticals ETF position peaked at $69.7K in Q2 2015.
90 funds tracked by Wall St. Rank held Invesco Pharmaceuticals ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.