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Badgley, Phelps & Bell’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Badgley, Phelps & Bell’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,566
Closed -$252K – 197
2019
Q3 		$252K Hold
12,566
– – 0.01% 170
2019
Q2 		$271K Hold
12,566
– – 0.02% 172
2019
Q1 		$269K Buy
+12,566
New +$267K 0.02% 177

Other funds holding PXH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Badgley, Phelps & Bell's PXH Position: Q4 2019 in Review

Badgley, Phelps & Bell sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2019, closing a stake of 12,566 shares — an estimated $252K sold.

Badgley, Phelps & Bell first reported a position in PXH in Q1 2019 and held it in 3 quarters. The position peaked at $271K in Q2 2019. 137 funds tracked by Wall St. Rank hold PXH as of Q4 2019.

  • Badgley, Phelps & Bell reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 12,566 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2019, an estimated $252K.
  • Badgley, Phelps & Bell first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2019 and held it in 3 quarters.
  • Badgley, Phelps & Bell's Invesco FTSE RAFI Emerging Markets ETF position peaked at $271K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2019.

Based on Badgley, Phelps & Bell's 13F filing for Q4 2019, filed 23 Jan 2020.