WealthTrust-Arizona’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

WealthTrust-Arizona’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 Q4	–	Sell	-200	Closed	-$25K	–	659
2014 Q3	$25K	Hold	200	–	–	0.03%	245
2014 Q2	$30K	Hold	200	–	–	0.03%	231
2014 Q1	$27K	Hold	200	–	–	0.03%	247
2013 Q4	$26K	Buy	+200	New	+$25.8K	0.03%	230

Other funds holding PXJ

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 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

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

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthTrust-Arizona's PXJ Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2014, closing a stake of 200 shares — an estimated $25K sold.

WealthTrust-Arizona first reported a position in PXJ in Q4 2013 and held it in 4 quarters. The position peaked at $30K in Q2 2014. 30 funds tracked by Wall St. Rank hold PXJ as of Q4 2014.

WealthTrust-Arizona reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2014 after selling out during the quarter.
WealthTrust-Arizona sold 200 Invesco Oil & Gas Services ETF shares in Q4 2014, an estimated $25K.
WealthTrust-Arizona first reported a position in Invesco Oil & Gas Services ETF in Q4 2013 and held it in 4 quarters.
WealthTrust-Arizona's Invesco Oil & Gas Services ETF position peaked at $30K in Q2 2014.
30 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.