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Integrated Wealth Management (Palm Desert)’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-180
Closed -$11K – 1358
2016
Q1 		$11K Buy
+180
New +$9.55K ﹤0.01% 687

Other funds holding PXJ

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PXJ Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2016, closing a stake of 180 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PXJ in Q1 2015 and held it in 6 quarters. The position peaked at $15K in Q2 2015. 33 funds tracked by Wall St. Rank hold PXJ as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 180 Invesco Oil & Gas Services ETF shares in Q4 2016, an estimated $10K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Invesco Oil & Gas Services ETF in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Invesco Oil & Gas Services ETF position peaked at $15K in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.