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Bedel Financial Consulting’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Bedel Financial Consulting’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
2018
Q4 		– Sell
-2,600
Closed -$110K – 707
2018
Q3 		$110K Hold
2,600
– – 0.07% 188
2018
Q2 		$112K Hold
2,600
– – 0.08% 181
2018
Q1 		$99K Buy
+2,600
New +$101K 0.08% 195

Other funds holding PXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bedel Financial Consulting's PXI Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2018, closing a stake of 2,600 shares — an estimated $110K sold.

Bedel Financial Consulting first reported a position in PXI in Q1 2018 and held it in 3 quarters. The position peaked at $112K in Q2 2018. 34 funds tracked by Wall St. Rank hold PXI as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,600 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2018, an estimated $110K.
  • Bedel Financial Consulting first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Invesco Dorsey Wright Energy Momentum ETF position peaked at $112K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.