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Marcuard Family Office’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Marcuard Family Office’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
2013
Q4 		– Sell
-20,750
Closed -$1.03M – 31
2013
Q3 		$1.03M Sell
20,750
-500
-2% -$24.9K 1.97% 18
2013
Q2 		$1.01M Buy
+21,250
New +$1.04M 1.62% 19

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
TT
Tower Trust Fort Wayne, Indiana $159M AUM 18.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Marcuard Family Office's PXI Position: Q4 2013 in Review

Marcuard Family Office sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2013, closing a stake of 20,750 shares — an estimated $1.03M sold.

Marcuard Family Office first reported a position in PXI in Q2 2013 and held it in 2 quarters. The position peaked at $1.03M in Q3 2013. 35 funds tracked by Wall St. Rank hold PXI as of Q4 2013.

  • Marcuard Family Office reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2013 after selling out during the quarter.
  • Marcuard Family Office sold 20,750 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2013, an estimated $1.03M.
  • Marcuard Family Office first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and held it in 2 quarters.
  • Marcuard Family Office's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.03M in Q3 2013.
  • 35 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2013.

Based on Marcuard Family Office's 13F filing for Q4 2013, filed 31 Jan 2014.