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Cornerstone Wealth Management’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Cornerstone Wealth Management’s Portfolio PXJ Stock Details PXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,493
Closed -$2.36M – 1493
2018
Q2 		$2.36M Buy
+4,493
New +$217K 0.03% 485

Other funds holding PXJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Cornerstone Wealth Management's PXJ Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Invesco Oil & Gas Services ETF (PXJ) in Q3 2018, closing a stake of 4,493 shares — an estimated $2.36M sold.

Cornerstone Wealth Management first reported a position in PXJ in Q2 2018 and held it in 1 quarter. The position peaked at $2.36M in Q2 2018. 22 funds tracked by Wall St. Rank hold PXJ as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco Oil & Gas Services ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,493 Invesco Oil & Gas Services ETF shares in Q3 2018, an estimated $2.36M.
  • Cornerstone Wealth Management first reported a position in Invesco Oil & Gas Services ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco Oil & Gas Services ETF position peaked at $2.36M in Q2 2018.
  • 22 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.