PFO
PXE icon

Pathstone Family Office’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Pathstone Family Office’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
2013
Q3 		– Sell
-1,852
Closed -$55K – 397
2013
Q2 		$55K Buy
+1,852
New +$56.9K 0.06% 97

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pathstone Family Office's PXE Position: Q3 2013 in Review

Pathstone Family Office sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2013, closing a stake of 1,852 shares — an estimated $55K sold.

Pathstone Family Office first reported a position in PXE in Q2 2013 and held it in 1 quarter. The position peaked at $55K in Q2 2013. 25 funds tracked by Wall St. Rank hold PXE as of Q3 2013.

  • Pathstone Family Office reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2013 after selling out during the quarter.
  • Pathstone Family Office sold 1,852 Invesco Energy Exploration & Production ETF shares in Q3 2013, an estimated $55K.
  • Pathstone Family Office first reported a position in Invesco Energy Exploration & Production ETF in Q2 2013 and held it in 1 quarter.
  • Pathstone Family Office's Invesco Energy Exploration & Production ETF position peaked at $55K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2013.

Based on Pathstone Family Office's 13F filing for Q3 2013, filed 28 Oct 2013.