OneDigital Investment Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

OneDigital Investment 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
2018 Q4	–	Sell	-175	Closed	-$5K	–	1253
2018 Q3	$5K	Hold	175	–	–	﹤0.01%	925
2018 Q2	$5K	Hold	175	–	–	﹤0.01%	1166
2018 Q1	$4K	Hold	175	–	–	﹤0.01%	1191
2017 Q4	$4K	Buy	+175	New	+$3.74K	﹤0.01%	1113
2017 Q3	–	Sell	-175	Closed	-$3K	–	1147
2017 Q2	$3K	Buy	+175	New	+$3.49K	﹤0.01%	1126

Other funds holding PXE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's PXE Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2018, closing a stake of 175 shares — an estimated $5K sold.

OneDigital Investment Advisors first reported a position in PXE in Q2 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 28 funds tracked by Wall St. Rank hold PXE as of Q4 2018.

OneDigital Investment Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 175 Invesco Energy Exploration & Production ETF shares in Q4 2018, an estimated $5K.
OneDigital Investment Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's Invesco Energy Exploration & Production ETF position peaked at $5K in Q3 2018.
28 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.