Veritable’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Veritable’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
2014 Q1	–	Sell	-600	Closed	-$78K	–	987
2013 Q4	$78K	Buy	+600	New	+$77.4K	﹤0.01%	911

Other funds holding PXJ

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Veritable's PXJ Position: Q1 2014 in Review

Veritable sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2014, closing a stake of 600 shares — an estimated $78K sold.

Veritable first reported a position in PXJ in Q4 2013 and held it in 1 quarter. The position peaked at $78K in Q4 2013. 38 funds tracked by Wall St. Rank hold PXJ as of Q1 2014.

Veritable reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2014 after selling out during the quarter.
Veritable sold 600 Invesco Oil & Gas Services ETF shares in Q1 2014, an estimated $78K.
Veritable first reported a position in Invesco Oil & Gas Services ETF in Q4 2013 and held it in 1 quarter.
Veritable's Invesco Oil & Gas Services ETF position peaked at $78K in Q4 2013.
38 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.