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B. Riley Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

B. Riley Wealth Management’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-925
Closed -$53K – 1068
2014
Q3 		$53K Hold
925
– – 0.04% 401
2014
Q2 		$60K Hold
925
– – 0.04% 436
2014
Q1 		$54K Buy
+925
New +$50.5K 0.04% 430

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

B. Riley Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2014, closing a stake of 925 shares — an estimated $53K sold.

B. Riley Wealth Management first reported a position in PXI in Q1 2014 and held it in 3 quarters. The position peaked at $60K in Q2 2014. 47 funds tracked by Wall St. Rank hold PXI as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 925 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2014, an estimated $53K.
  • B. Riley Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $60K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2014.

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