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Concert Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Concert 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
2016
Q4 		– Sell
-300
Closed -$6K – 819
2016
Q3 		$6K Buy
+300
New +$6.16K ﹤0.01% 961

Other funds holding PXE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Concert Wealth Management's PXE Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2016, closing a stake of 300 shares — an estimated $6K sold.

Concert Wealth Management first reported a position in PXE in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 26 funds tracked by Wall St. Rank hold PXE as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 300 Invesco Energy Exploration & Production ETF shares in Q4 2016, an estimated $6K.
  • Concert Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $6K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.