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Robert N. Shapiro’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$28K Hold
1,000
– – 0.01% 555
2014
Q3 		$33K Hold
1,000
– – 0.01% 548
2014
Q2 		$39K Buy
+1,000
New +$37.3K 0.01% 498

Other funds holding PXE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Robert N. Shapiro's PXE Position: Q4 2014 in Review

Robert N. Shapiro held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q4 2014 at 1,000 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #555.

Robert N. Shapiro first reported a position in PXE in Q2 2014 and has held it in 3 quarters since. The position peaked at $39K in Q2 2014. 35 funds tracked by Wall St. Rank hold PXE as of Q4 2014.

  • Robert N. Shapiro held 1,000 shares of Invesco Energy Exploration & Production ETF worth $28K as of Q4 2014.
  • Robert N. Shapiro left its Invesco Energy Exploration & Production ETF share count unchanged in Q4 2014.
  • Invesco Energy Exploration & Production ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #555 holding.
  • Robert N. Shapiro first reported a position in Invesco Energy Exploration & Production ETF in Q2 2014 and has held it in 3 quarters since.
  • Robert N. Shapiro's Invesco Energy Exploration & Production ETF position peaked at $39K in Q2 2014.
  • 35 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.