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

United Capital 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
2015 Q4	–	Sell	-57,462	Closed	-$3.52M	–	1272
2015 Q3	$3.52M	Buy	57,462 +2,987	+5%	+$208K	0.04%	395
2015 Q2	$4.44M	Buy	54,475 +662	+1%	+$58.5K	0.05%	365
2015 Q1	$5.09M	Buy	+53,813	New	+$4.43M	0.06%	330

Other funds holding PXJ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's PXJ Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2015, closing a stake of 57,462 shares — an estimated $3.52M sold.

United Capital Financial Advisors first reported a position in PXJ in Q1 2015 and held it in 3 quarters. The position peaked at $5.09M in Q1 2015. 31 funds tracked by Wall St. Rank hold PXJ as of Q4 2015.

United Capital Financial Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 57,462 Invesco Oil & Gas Services ETF shares in Q4 2015, an estimated $3.52M.
United Capital Financial Advisors first reported a position in Invesco Oil & Gas Services ETF in Q1 2015 and held it in 3 quarters.
United Capital Financial Advisors's Invesco Oil & Gas Services ETF position peaked at $5.09M in Q1 2015.
31 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.