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Sargent Bickham Lagudis’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Sargent Bickham Lagudis’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
2017
Q2 		– Sell
-200
Closed -$4K – 799
2017
Q1 		$4K Buy
+200
New +$4.37K ﹤0.01% 674
2016
Q2 		– Sell
-200
Closed -$4K – 758
2016
Q1 		$4K Buy
+200
New +$3.76K ﹤0.01% 651

Other funds holding PXE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Sargent Bickham Lagudis's PXE Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2017, closing a stake of 200 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in PXE in Q1 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 23 funds tracked by Wall St. Rank hold PXE as of Q2 2017.

  • Sargent Bickham Lagudis reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 200 Invesco Energy Exploration & Production ETF shares in Q2 2017, an estimated $4K.
  • Sargent Bickham Lagudis first reported a position in Invesco Energy Exploration & Production ETF in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Invesco Energy Exploration & Production ETF position peaked at $4K in Q1 2017.
  • 23 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.