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Credit Suisse’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Credit Suisse’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
2013
Q3 		– Sell
-5,052
Closed -$240K – 4334
2013
Q2 		$240K Buy
+5,052
New +$246K ﹤0.01% 3770

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
TT
Tower Trust Fort Wayne, Indiana $159M AUM 18.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse's PXI Position: Q3 2013 in Review

Credit Suisse sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2013, closing a stake of 5,052 shares — an estimated $240K sold.

Credit Suisse first reported a position in PXI in Q2 2013 and held it in 1 quarter. The position peaked at $240K in Q2 2013. 31 funds tracked by Wall St. Rank hold PXI as of Q3 2013.

  • Credit Suisse reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2013 after selling out during the quarter.
  • Credit Suisse sold 5,052 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2013, an estimated $240K.
  • Credit Suisse first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and held it in 1 quarter.
  • Credit Suisse's Invesco Dorsey Wright Energy Momentum ETF position peaked at $240K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2013.

Based on Credit Suisse's 13F filing for Q3 2013, filed 13 Nov 2013.