FHC
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First Heartland Consultants’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-128
Closed -$15K – 331
2013
Q2 		$15K Buy
+128
New +$14.6K 0.01% 338

Other funds holding PXJ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Heartland Consultants's PXJ Position: Q3 2013 in Review

First Heartland Consultants sold out of Invesco Oil & Gas Services ETF (PXJ) in Q3 2013, closing a stake of 128 shares — an estimated $15K sold.

First Heartland Consultants first reported a position in PXJ in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 34 funds tracked by Wall St. Rank hold PXJ as of Q3 2013.

  • First Heartland Consultants reported no remaining Invesco Oil & Gas Services ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 128 Invesco Oil & Gas Services ETF shares in Q3 2013, an estimated $15K.
  • First Heartland Consultants first reported a position in Invesco Oil & Gas Services ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's Invesco Oil & Gas Services ETF position peaked at $15K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.