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Crosspoint Capital Strategies’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-655
Closed -$29K – 645
2015
Q4 		$29K Buy
+655
New +$25K 0.01% 526

Other funds holding PXI

HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crosspoint Capital Strategies's PXI Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2016, closing a stake of 655 shares — an estimated $29K sold.

Crosspoint Capital Strategies first reported a position in PXI in Q4 2015 and held it in 1 quarter. The position peaked at $29K in Q4 2015. 36 funds tracked by Wall St. Rank hold PXI as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 655 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2016, an estimated $29K.
  • Crosspoint Capital Strategies first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Invesco Dorsey Wright Energy Momentum ETF position peaked at $29K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.