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Johnson Financial Group Inc (Wisconsin)’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio PXI Stock Details PXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-718
Closed -$32K – 860
2014
Q4 		$32K Buy
+718
New +$35.2K 0.01% 539

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PXI Position: Q1 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2015, closing a stake of 718 shares — an estimated $32K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PXI in Q4 2014 and held it in 1 quarter. The position peaked at $32K in Q4 2014. 38 funds tracked by Wall St. Rank hold PXI as of Q1 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 718 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2015, an estimated $32K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2014 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco Dorsey Wright Energy Momentum ETF position peaked at $32K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2015, filed 12 May 2015.