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Baystate Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Baystate Wealth Management’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
2013
Q3 		– Sell
-468
Closed -$17K – 186
2013
Q2 		$17K Buy
+468
New +$17.9K 0.01% 163

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Research Affiliates Newport Beach, California $160M AUM
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's PXF Position: Q3 2013 in Review

Baystate Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2013, closing a stake of 468 shares — an estimated $17K sold.

Baystate Wealth Management first reported a position in PXF in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 52 funds tracked by Wall St. Rank hold PXF as of Q3 2013.

  • Baystate Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 468 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2013, an estimated $17K.
  • Baystate Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $17K in Q2 2013.
  • 52 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.