Shine Investment Advisory Services’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Shine Investment Advisory Services’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	–	Sell	-11,890	Closed	-$397K	–	28
2014 Q3	$397K	Hold	11,890	–	–	0.46%	22
2014 Q2	$460K	Buy	+11,890	New	+$443K	0.53%	22

Other funds holding PXE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Shine Investment Advisory Services's PXE Position: Q4 2014 in Review

Shine Investment Advisory Services sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2014, closing a stake of 11,890 shares — an estimated $397K sold.

Shine Investment Advisory Services first reported a position in PXE in Q2 2014 and held it in 2 quarters. The position peaked at $460K in Q2 2014. 35 funds tracked by Wall St. Rank hold PXE as of Q4 2014.

Shine Investment Advisory Services reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2014 after selling out during the quarter.
Shine Investment Advisory Services sold 11,890 Invesco Energy Exploration & Production ETF shares in Q4 2014, an estimated $397K.
Shine Investment Advisory Services first reported a position in Invesco Energy Exploration & Production ETF in Q2 2014 and held it in 2 quarters.
Shine Investment Advisory Services's Invesco Energy Exploration & Production ETF position peaked at $460K in Q2 2014.
35 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2014.

Based on Shine Investment Advisory Services's 13F filing for Q4 2014, filed 6 Feb 2015.