TFA
PXJ icon

Transamerica Financial Advisors’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Transamerica Financial Advisors’s Portfolio PXJ Stock Details PXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-40
Closed -$3K – 641
2016
Q1 		$3K Hold
40
– – ﹤0.01% 646
2015
Q4 		$3K Hold
40
– – ﹤0.01% 693
2015
Q3 		$3K Hold
40
– – ﹤0.01% 686
2015
Q2 		$4K Hold
40
– – ﹤0.01% 724
2015
Q1 		$4K Buy
+40
New +$3.29K ﹤0.01% 721

Other funds holding PXJ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Transamerica Financial Advisors's PXJ Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2016, closing a stake of 40 shares — an estimated $3K sold.

Transamerica Financial Advisors first reported a position in PXJ in Q1 2015 and held it in 5 quarters. The position peaked at $4K in Q2 2015. 25 funds tracked by Wall St. Rank hold PXJ as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 40 Invesco Oil & Gas Services ETF shares in Q2 2016, an estimated $3K.
  • Transamerica Financial Advisors first reported a position in Invesco Oil & Gas Services ETF in Q1 2015 and held it in 5 quarters.
  • Transamerica Financial Advisors's Invesco Oil & Gas Services ETF position peaked at $4K in Q2 2015.
  • 25 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.