CWM
PXF icon

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

Concert 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
2016
Q4 		– Sell
-101
Closed -$4K – 820
2016
Q3 		$4K Buy
+101
New +$3.63K ﹤0.01% 979

Other funds holding PXF

Invesco
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Concert Wealth Management's PXF Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2016, closing a stake of 101 shares — an estimated $4K sold.

Concert Wealth Management first reported a position in PXF in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 61 funds tracked by Wall St. Rank hold PXF as of Q4 2016.

  • Concert Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 101 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2016, an estimated $4K.
  • Concert Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $4K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.