WhitTier Trust Company’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

WhitTier Trust Company’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 Q2	–	Sell	-74	Closed	-$10K	–	908
2014 Q1	$10K	Hold	74	–	–	﹤0.01%	817
2013 Q4	$10K	Buy	+74	New	+$9.55K	﹤0.01%	774

Other funds holding PXJ

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

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

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

CWM

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

FUBT

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

WhitTier Trust Company's PXJ Position: Q2 2014 in Review

WhitTier Trust Company sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2014, closing a stake of 74 shares — an estimated $10K sold.

WhitTier Trust Company first reported a position in PXJ in Q4 2013 and held it in 2 quarters. The position peaked at $10K in Q1 2014. 36 funds tracked by Wall St. Rank hold PXJ as of Q2 2014.

WhitTier Trust Company reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2014 after selling out during the quarter.
WhitTier Trust Company sold 74 Invesco Oil & Gas Services ETF shares in Q2 2014, an estimated $10K.
WhitTier Trust Company first reported a position in Invesco Oil & Gas Services ETF in Q4 2013 and held it in 2 quarters.
WhitTier Trust Company's Invesco Oil & Gas Services ETF position peaked at $10K in Q1 2014.
36 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2014.

Based on WhitTier Trust Company's 13F filing for Q2 2014, filed 4 Aug 2014.