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PXH icon

Bridgeworth’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Bridgeworth’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
2018
Q1 		– Sell
-22,546
Closed -$504K – 150
2017
Q4 		$504K Buy
22,546
+4,575
+25% +$99.3K 0.44% 36
2017
Q3 		$383K Sell
17,971
-3,534
-16% -$75.1K 0.54% 38
2017
Q2 		$457K Buy
+21,505
New +$428K 0.23% 74

Other funds holding PXH

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Bridgeworth's PXH Position: Q1 2018 in Review

Bridgeworth sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2018, closing a stake of 22,546 shares — an estimated $504K sold.

Bridgeworth first reported a position in PXH in Q2 2017 and held it in 3 quarters. The position peaked at $504K in Q4 2017. 87 funds tracked by Wall St. Rank hold PXH as of Q1 2018.

  • Bridgeworth reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • Bridgeworth sold 22,546 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2018, an estimated $504K.
  • Bridgeworth first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2017 and held it in 3 quarters.
  • Bridgeworth's Invesco FTSE RAFI Emerging Markets ETF position peaked at $504K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2018.

Based on Bridgeworth's 13F filing for Q1 2018, filed 10 May 2018.