Chessman Wealth Strategies RIA’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Chessman Wealth Strategies RIA’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 Q4	–	Sell	-1,025	Closed	-$22K	–	140
2018 Q3	$22K	Sell	1,025 -339,746	-100%	-$7.15M	0.02%	94
2018 Q2	$7.04M	Buy	+340,771	New	+$7.58M	6.2%	9

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chessman Wealth Strategies RIA's PXH Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2018, closing a stake of 1,025 shares — an estimated $22K sold.

Chessman Wealth Strategies RIA first reported a position in PXH in Q2 2018 and held it in 2 quarters. The position peaked at $7.04M in Q2 2018. 104 funds tracked by Wall St. Rank hold PXH as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 1,025 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2018, an estimated $22K.
Chessman Wealth Strategies RIA first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2018 and held it in 2 quarters.
Chessman Wealth Strategies RIA's Invesco FTSE RAFI Emerging Markets ETF position peaked at $7.04M in Q2 2018.
104 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.