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Focused Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Focused Wealth Management’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
2014
Q2 		– Sell
-745
Closed -$26K – 689
2014
Q1 		$26K Hold
745
– – 0.02% 250
2013
Q4 		$26K Buy
+745
New +$24.6K 0.02% 256

Other funds holding PXE

U
UBS Zurich, Switzerland $136B AUM 16.36% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Focused Wealth Management's PXE Position: Q2 2014 in Review

Focused Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2014, closing a stake of 745 shares — an estimated $26K sold.

Focused Wealth Management first reported a position in PXE in Q4 2013 and held it in 2 quarters. The position peaked at $26K in Q1 2014. 39 funds tracked by Wall St. Rank hold PXE as of Q2 2014.

  • Focused Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2014 after selling out during the quarter.
  • Focused Wealth Management sold 745 Invesco Energy Exploration & Production ETF shares in Q2 2014, an estimated $26K.
  • Focused Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2013 and held it in 2 quarters.
  • Focused Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $26K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2014.

Based on Focused Wealth Management's 13F filing for Q2 2014, filed 30 Jul 2014.