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United Capital Financial Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-12,111
Closed -$280K – 1276
2016
Q4 		$280K Sell
12,111
-10,309
-46% -$228K ﹤0.01% 1076
2016
Q3 		$482K Hold
22,420
– – ﹤0.01% 979
2016
Q2 		$448K Buy
+22,420
New +$476K ﹤0.01% 945

Other funds holding PXE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

United Capital Financial Advisors's PXE Position: Q1 2017 in Review

United Capital Financial Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2017, closing a stake of 12,111 shares — an estimated $280K sold.

United Capital Financial Advisors first reported a position in PXE in Q2 2016 and held it in 3 quarters. The position peaked at $482K in Q3 2016. 26 funds tracked by Wall St. Rank hold PXE as of Q1 2017.

  • United Capital Financial Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,111 Invesco Energy Exploration & Production ETF shares in Q1 2017, an estimated $280K.
  • United Capital Financial Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q2 2016 and held it in 3 quarters.
  • United Capital Financial Advisors's Invesco Energy Exploration & Production ETF position peaked at $482K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.