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AIMZ Investment Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

AIMZ Investment Advisors’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,240
Closed -$215K – 103
2016
Q1 		$215K Buy
+5,240
New +$178K 0.09% 101
2015
Q3 		– Sell
-5,240
Closed -$213K – 100
2015
Q2 		$213K Hold
5,240
– – 0.19% 91
2015
Q1 		$215K Hold
5,240
– – 0.18% 90
2014
Q4 		$207K Buy
+5,240
New +$213K 0.18% 89

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIMZ Investment Advisors's PXF Position: Q2 2016 in Review

AIMZ Investment Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2016, closing a stake of 5,240 shares — an estimated $215K sold.

AIMZ Investment Advisors first reported a position in PXF in Q4 2014 and held it in 4 quarters. The position peaked at $215K in Q1 2016. 57 funds tracked by Wall St. Rank hold PXF as of Q2 2016.

  • AIMZ Investment Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2016 after selling out during the quarter.
  • AIMZ Investment Advisors sold 5,240 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2016, an estimated $215K.
  • AIMZ Investment Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2014 and held it in 4 quarters.
  • AIMZ Investment Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $215K in Q1 2016.
  • 57 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2016.

Based on AIMZ Investment Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.