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Winslow Evans & Crocker’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Winslow Evans & Crocker’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
2019
Q1 		– Sell
-28
Closed -$2K – 1348
2018
Q4 		$2K Hold
28
– – ﹤0.01% 1042
2018
Q3 		$2K Hold
28
– – ﹤0.01% 1056
2018
Q2 		$2K Hold
28
– – ﹤0.01% 1066
2018
Q1 		$574 Sell
28
-550
-95% -$12K ﹤0.01% 1096
2017
Q4 		$13.2K Hold
578
– – ﹤0.01% 753
2017
Q3 		$11.9K Sell
578
-684
-54% -$13K ﹤0.01% 784
2017
Q2 		$25.2K Buy
1,262
+278
+28% +$5.54K 0.01% 706
2017
Q1 		$20.9K Sell
984
-608
-38% -$13.3K 0.01% 724
2016
Q4 		$36.8K Sell
1,592
-550
-26% -$12.2K 0.01% 604
2016
Q3 		$46.1K Sell
2,142
-706
-25% -$14.5K 0.01% 554
2016
Q2 		$57.3K Sell
2,848
-848
-23% -$18K 0.02% 486
2016
Q1 		$74K Hold
3,696
– – 0.02% 424
2015
Q4 		$81K Hold
3,696
– – 0.02% 440
2015
Q3 		$84.9K Sell
3,696
-140
-4% -$3.6K 0.03% 411
2015
Q2 		$111K Sell
3,836
-450
-10% -$13.7K 0.03% 405
2015
Q1 		$127K Sell
4,286
-600
-12% -$17K 0.04% 376
2014
Q4 		$136K Sell
4,886
-1,224
-20% -$36.4K 0.04% 353
2014
Q3 		$204K Buy
6,110
+3,453
+130% +$126K 0.06% 302
2014
Q2 		$103K Hold
2,657
– – 0.03% 357
2014
Q1 		$93.5K Hold
2,657
– – 0.03% 361
2013
Q4 		$91K Buy
+2,657
New +$87.7K 0.03% 391

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's PXE Position: Q1 2019 in Review

Winslow Evans & Crocker sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2019, closing a stake of 28 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in PXE in Q4 2013 and held it in 21 quarters. The position peaked at $204K in Q3 2014. 23 funds tracked by Wall St. Rank hold PXE as of Q1 2019.

  • Winslow Evans & Crocker reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 28 Invesco Energy Exploration & Production ETF shares in Q1 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Invesco Energy Exploration & Production ETF in Q4 2013 and held it in 21 quarters.
  • Winslow Evans & Crocker's Invesco Energy Exploration & Production ETF position peaked at $204K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2019.

Based on Winslow Evans & Crocker's 13F filing for Q1 2019, filed 22 Apr 2019.