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Mariner Independent Advisor Network’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Mariner Independent Advisor Network’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
Q3 		– Sell
-11,535
Closed -$232K – 186
2016
Q2 		$232K Buy
+11,535
New +$245K 0.04% 136

Other funds holding PXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mariner Independent Advisor Network's PXE Position: Q3 2016 in Review

Mariner Independent Advisor Network sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2016, closing a stake of 11,535 shares — an estimated $232K sold.

Mariner Independent Advisor Network first reported a position in PXE in Q2 2016 and held it in 1 quarter. The position peaked at $232K in Q2 2016. 27 funds tracked by Wall St. Rank hold PXE as of Q3 2016.

  • Mariner Independent Advisor Network reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2016 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,535 Invesco Energy Exploration & Production ETF shares in Q3 2016, an estimated $232K.
  • Mariner Independent Advisor Network first reported a position in Invesco Energy Exploration & Production ETF in Q2 2016 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Invesco Energy Exploration & Production ETF position peaked at $232K in Q2 2016.
  • 27 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2016.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2016, filed 17 Nov 2016.