Stanford Investment Group’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Stanford Investment Group’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
2016 Q3	–	Sell	-2,570	Closed	-$52K	–	413
2016 Q2	$52K	Hold	2,570	–	–	0.03%	138
2016 Q1	$51K	Sell	2,570 -2,570	-50%	-$48.3K	0.03%	136
2015 Q4	$113K	Hold	5,140	–	–	0.06%	83
2015 Q3	$118K	Hold	5,140	–	–	0.09%	74
2015 Q2	$149K	Hold	5,140	–	–	0.11%	71
2015 Q1	$152K	Buy	+5,140	New	+$146K	0.12%	67

Other funds holding PXE

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Stanford Investment Group's PXE Position: Q3 2016 in Review

Stanford Investment Group sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2016, closing a stake of 2,570 shares — an estimated $52K sold.

Stanford Investment Group first reported a position in PXE in Q1 2015 and held it in 6 quarters. The position peaked at $152K in Q1 2015. 27 funds tracked by Wall St. Rank hold PXE as of Q3 2016.

Stanford Investment Group reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2016 after selling out during the quarter.
Stanford Investment Group sold 2,570 Invesco Energy Exploration & Production ETF shares in Q3 2016, an estimated $52K.
Stanford Investment Group first reported a position in Invesco Energy Exploration & Production ETF in Q1 2015 and held it in 6 quarters.
Stanford Investment Group's Invesco Energy Exploration & Production ETF position peaked at $152K in Q1 2015.
27 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2016.

Based on Stanford Investment Group's 13F filing for Q3 2016, filed 10 Nov 2016.