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D.A. Davidson & Co’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

D.A. Davidson & Co’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
2015
Q1 		– Sell
-25
Closed -$2K – 2144
2014
Q4 		$2K Buy
+25
New +$2.56K ﹤0.01% 2034

Other funds holding PXJ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

D.A. Davidson & Co's PXJ Position: Q1 2015 in Review

D.A. Davidson & Co sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2015, closing a stake of 25 shares — an estimated $2K sold.

D.A. Davidson & Co first reported a position in PXJ in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 28 funds tracked by Wall St. Rank hold PXJ as of Q1 2015.

  • D.A. Davidson & Co reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2015 after selling out during the quarter.
  • D.A. Davidson & Co sold 25 Invesco Oil & Gas Services ETF shares in Q1 2015, an estimated $2K.
  • D.A. Davidson & Co first reported a position in Invesco Oil & Gas Services ETF in Q4 2014 and held it in 1 quarter.
  • D.A. Davidson & Co's Invesco Oil & Gas Services ETF position peaked at $2K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2015.

Based on D.A. Davidson & Co's 13F filing for Q1 2015, filed 6 May 2015.