Stanford Investment Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Stanford Investment Group’s Portfolio PXI Stock Details PXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,020	Closed	-$131K	–	213
2016 Q4	$131K	Buy	+3,020	New	+$128K	0.06%	73
2015 Q4	–	Sell	-2,035	Closed	-$72K	–	343
2015 Q3	$72K	Hold	2,035	–	–	0.05%	97
2015 Q2	$93K	Buy	+2,035	New	+$97.1K	0.07%	87

Other funds holding PXI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

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

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

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

Stanford Investment Group's PXI Position: Q1 2017 in Review

Stanford Investment Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2017, closing a stake of 3,020 shares — an estimated $131K sold.

Stanford Investment Group first reported a position in PXI in Q2 2015 and held it in 3 quarters. The position peaked at $131K in Q4 2016. 46 funds tracked by Wall St. Rank hold PXI as of Q1 2017.

Stanford Investment Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 3,020 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2017, an estimated $131K.
Stanford Investment Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2015 and held it in 3 quarters.
Stanford Investment Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $131K in Q4 2016.
46 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.