CT Financial Advisors’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

CT Financial Advisors’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
2017 Q1	$2.11K	Hold	36	–	–	﹤0.01%	552
2016 Q4	$2.3K	Hold	36	–	–	﹤0.01%	553
2016 Q3	$2.05K	Hold	36	–	–	﹤0.01%	553
2016 Q2	$2.17K	Sell	36 -108	-75%	-$6.55K	﹤0.01%	556
2016 Q1	$8.38K	Hold	144	–	–	﹤0.01%	467
2015 Q4	$8.5K	Buy	144 +1	+0.7%	+$66	﹤0.01%	473
2015 Q3	$8.74K	Buy	143 +1	+0.7%	+$70	0.01%	472
2015 Q2	$11.6K	Buy	142 +1	+0.7%	+$88	0.01%	455
2015 Q1	$11.4K	Hold	141	–	–	0.01%	451
2014 Q4	$12.4K	Buy	+141	New	+$14.4K	0.01%	361
2014 Q1	$11.4K	Buy	+141	New	+$17.9K	0.01%	451

Other funds holding PXJ

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CT Financial Advisors's PXJ Position: Q1 2017 in Review

CT Financial Advisors held its Invesco Oil & Gas Services ETF (PXJ) position steady in Q1 2017 at 36 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

CT Financial Advisors first reported a position in PXJ in Q1 2014 and has held it in 11 quarters since. The position peaked at $12.4K in Q4 2014. 30 funds tracked by Wall St. Rank hold PXJ as of Q1 2017.

CT Financial Advisors held 36 shares of Invesco Oil & Gas Services ETF worth $2.11K as of Q1 2017.
CT Financial Advisors left its Invesco Oil & Gas Services ETF share count unchanged in Q1 2017.
Invesco Oil & Gas Services ETF made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #552 holding.
CT Financial Advisors first reported a position in Invesco Oil & Gas Services ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Invesco Oil & Gas Services ETF position peaked at $12.4K in Q4 2014.
30 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.