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Patriot Wealth Management’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Patriot Wealth Management’s Portfolio PXJ Stock Details PXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-176,228
Closed -$8.41M – 89
2017
Q4 		$8.41M Buy
176,228
+173,651
+6,738% +$8.07M 1.19% 27
2017
Q3 		$128K Buy
+2,577
New +$117K 0.02% 76
2017
Q1 		– Sell
-43,093
Closed -$2.75M – 70
2016
Q4 		$2.75M Sell
43,093
-28,589
-40% -$1.72M 0.52% 54
2016
Q3 		$4.11M Buy
71,682
+27,553
+62% +$1.54M 0.79% 53
2016
Q2 		$2.69M Buy
44,129
+900
+2% +$54.6K 0.53% 59
2016
Q1 		$2.52M Buy
43,229
+843
+2% +$44.7K 0.51% 59
2015
Q4 		$2.51M Sell
42,386
-464
-1% -$30.8K 0.52% 58
2015
Q3 		$2.62M Buy
42,850
+1,195
+3% +$83.3K 0.61% 55
2015
Q2 		$3.39M Buy
41,655
+438
+1% +$38.7K 0.76% 52
2015
Q1 		$3.33M Buy
41,217
+1,514
+4% +$125K 0.74% 51
2014
Q4 		$3.48M Buy
39,703
+288
+0.7% +$29.5K 0.81% 50
2014
Q3 		$4.99M Buy
39,415
+1,002
+3% +$139K 1.23% 29
2014
Q2 		$5.74M Buy
38,413
+225
+0.6% +$31.5K 1.45% 23
2014
Q1 		$5.15M Buy
38,188
+556
+1% +$70.5K 1.37% 28
2013
Q4 		$4.86M Sell
37,632
-215
-0.6% -$27.7K 1.34% 29
2013
Q3 		$4.67M Buy
+37,847
New +$4.6M 1.38% 30
2013
Q2 		– Hold
0
– – – 30

Other funds holding PXJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $225M AUM 15.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Wealth Management's PXJ Position: Q1 2018 in Review

Patriot Wealth Management sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2018, closing a stake of 176,228 shares — an estimated $8.41M sold.

Patriot Wealth Management first reported a position in PXJ in Q3 2013 and held it in 16 quarters. The position peaked at $8.41M in Q4 2017. 22 funds tracked by Wall St. Rank hold PXJ as of Q1 2018.

  • Patriot Wealth Management reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 176,228 Invesco Oil & Gas Services ETF shares in Q1 2018, an estimated $8.41M.
  • Patriot Wealth Management first reported a position in Invesco Oil & Gas Services ETF in Q3 2013 and held it in 16 quarters.
  • Patriot Wealth Management's Invesco Oil & Gas Services ETF position peaked at $8.41M in Q4 2017.
  • 22 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2018.

Based on Patriot Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.