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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
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 $1.26T AUM 61.52% 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 $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

AIMZ Investment Advisors's PXF Position: Q3 2015 in Review

AIMZ Investment Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2015, closing a stake of 5,240 shares — an estimated $213K sold.

AIMZ Investment Advisors first reported a position in PXF in Q4 2014 and held it in 3 quarters. The position peaked at $215K in Q1 2015. 64 funds tracked by Wall St. Rank hold PXF as of Q3 2015.

  • AIMZ Investment Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2015 after selling out during the quarter.
  • AIMZ Investment Advisors sold 5,240 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2015, an estimated $213K.
  • AIMZ Investment Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2014 and held it in 3 quarters.
  • AIMZ Investment Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $215K in Q1 2015.
  • 64 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2015.

Based on AIMZ Investment Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.