BRWM
PXE icon

B. Riley Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

B. Riley Wealth Management’s Portfolio PXE Stock Details PXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,959
Closed -$98K – 1067
2014
Q3 		$98K Hold
2,959
– – 0.07% 300
2014
Q2 		$114K Sell
2,959
-81
-3% -$3.02K 0.07% 326
2014
Q1 		$107K Buy
+3,040
New +$102K 0.08% 304

Other funds holding PXE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's PXE Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2014, closing a stake of 2,959 shares — an estimated $98K sold.

B. Riley Wealth Management first reported a position in PXE in Q1 2014 and held it in 3 quarters. The position peaked at $114K in Q2 2014. 35 funds tracked by Wall St. Rank hold PXE as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,959 Invesco Energy Exploration & Production ETF shares in Q4 2014, an estimated $98K.
  • B. Riley Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $114K in Q2 2014.
  • 35 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.