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EP Wealth Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

EP Wealth Advisors’s Portfolio PXE Stock Details PXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-35,034
Closed -$962K – 293
2018
Q3 		$962K Buy
+35,034
New +$934K 0.08% 117

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's PXE Position: Q4 2018 in Review

EP Wealth Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2018, closing a stake of 35,034 shares — an estimated $962K sold.

EP Wealth Advisors first reported a position in PXE in Q3 2018 and held it in 1 quarter. The position peaked at $962K in Q3 2018. 28 funds tracked by Wall St. Rank hold PXE as of Q4 2018.

  • EP Wealth Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
  • EP Wealth Advisors sold 35,034 Invesco Energy Exploration & Production ETF shares in Q4 2018, an estimated $962K.
  • EP Wealth Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q3 2018 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco Energy Exploration & Production ETF position peaked at $962K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2018.

Based on EP Wealth Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.