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Intersect Capital’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Intersect Capital’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
2015
Q1 		– Sell
-336
Closed -$29K – 472
2014
Q4 		$29K Buy
+336
New +$34.4K 0.02% 240

Other funds holding PXJ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Intersect Capital's PXJ Position: Q1 2015 in Review

Intersect Capital sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2015, closing a stake of 336 shares — an estimated $29K sold.

Intersect Capital first reported a position in PXJ in Q4 2014 and held it in 1 quarter. The position peaked at $29K in Q4 2014. 28 funds tracked by Wall St. Rank hold PXJ as of Q1 2015.

  • Intersect Capital reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2015 after selling out during the quarter.
  • Intersect Capital sold 336 Invesco Oil & Gas Services ETF shares in Q1 2015, an estimated $29K.
  • Intersect Capital first reported a position in Invesco Oil & Gas Services ETF in Q4 2014 and held it in 1 quarter.
  • Intersect Capital's Invesco Oil & Gas Services ETF position peaked at $29K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2015.

Based on Intersect Capital's 13F filing for Q1 2015, filed 11 May 2015.