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JP Morgan Private Wealth Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

JP Morgan Private Wealth Advisors’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
2016
Q1 		– Sell
-17,355
Closed -$380K – 1284
2015
Q4 		$380K Buy
+17,355
New +$437K ﹤0.01% 780

Other funds holding PXE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PXE Position: Q1 2016 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2016, closing a stake of 17,355 shares — an estimated $380K sold.

JP Morgan Private Wealth Advisors first reported a position in PXE in Q4 2015 and held it in 1 quarter. The position peaked at $380K in Q4 2015. 27 funds tracked by Wall St. Rank hold PXE as of Q1 2016.

  • JP Morgan Private Wealth Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,355 Invesco Energy Exploration & Production ETF shares in Q1 2016, an estimated $380K.
  • JP Morgan Private Wealth Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Invesco Energy Exploration & Production ETF position peaked at $380K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.