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Centaurus Financial’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-495
Closed -$13K – 1664
2018
Q2 		$13K Buy
+495
New +$12.4K ﹤0.01% 1454

Other funds holding PXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Centaurus Financial's PXE Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2018, closing a stake of 495 shares — an estimated $13K sold.

Centaurus Financial first reported a position in PXE in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 32 funds tracked by Wall St. Rank hold PXE as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 495 Invesco Energy Exploration & Production ETF shares in Q3 2018, an estimated $13K.
  • Centaurus Financial first reported a position in Invesco Energy Exploration & Production ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco Energy Exploration & Production ETF position peaked at $13K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.