Winslow Evans & Crocker’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Winslow Evans & Crocker’s Portfolio PXI Stock Details PXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-150	Closed	-$6.72K	–	1304
2014 Q4	$6.72K	Hold	150	–	–	﹤0.01%	975
2014 Q3	$8.69K	Hold	150	–	–	﹤0.01%	921
2014 Q2	$9.78K	Hold	150	–	–	﹤0.01%	854
2014 Q1	$8.69K	Hold	150	–	–	﹤0.01%	882
2013 Q4	$8K	Buy	+150	New	+$8.03K	﹤0.01%	1001

Other funds holding PXI

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

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Winslow Evans & Crocker's PXI Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2015, closing a stake of 150 shares — an estimated $6.72K sold.

Winslow Evans & Crocker first reported a position in PXI in Q4 2013 and held it in 5 quarters. The position peaked at $9.78K in Q2 2014. 38 funds tracked by Wall St. Rank hold PXI as of Q1 2015.

Winslow Evans & Crocker reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2015 after selling out during the quarter.
Winslow Evans & Crocker sold 150 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2015, an estimated $6.72K.
Winslow Evans & Crocker first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2013 and held it in 5 quarters.
Winslow Evans & Crocker's Invesco Dorsey Wright Energy Momentum ETF position peaked at $9.78K in Q2 2014.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.