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Detwiler Fenton Investment Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q4 		– Sell
-78,361
Closed -$4.54M – 79
2014
Q3 		$4.54M Buy
78,361
+1,356
+2% +$84.4K 4.33% 5
2014
Q2 		$5.02M Sell
77,005
-3,263
-4% -$198K 4.05% 3
2014
Q1 		$4.65M Buy
+80,268
New +$4.39M 4.01% 3

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
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Detwiler Fenton Investment Management's PXI Position: Q4 2014 in Review

Detwiler Fenton Investment Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2014, closing a stake of 78,361 shares — an estimated $4.54M sold.

Detwiler Fenton Investment Management first reported a position in PXI in Q1 2014 and held it in 3 quarters. The position peaked at $5.02M in Q2 2014. 47 funds tracked by Wall St. Rank hold PXI as of Q4 2014.

  • Detwiler Fenton Investment Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 78,361 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2014, an estimated $4.54M.
  • Detwiler Fenton Investment Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2014 and held it in 3 quarters.
  • Detwiler Fenton Investment Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $5.02M in Q2 2014.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.