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Concert Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Concert Wealth Management’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
2015
Q3 		– Sell
-146,241
Closed -$2.81M – 734
2015
Q2 		$2.81M Buy
+146,241
New +$2.94M 0.36% 53

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Concert Wealth Management's PXH Position: Q3 2015 in Review

Concert Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2015, closing a stake of 146,241 shares — an estimated $2.81M sold.

Concert Wealth Management first reported a position in PXH in Q2 2015 and held it in 1 quarter. The position peaked at $2.81M in Q2 2015. 63 funds tracked by Wall St. Rank hold PXH as of Q3 2015.

  • Concert Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 146,241 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2015, an estimated $2.81M.
  • Concert Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2.81M in Q2 2015.
  • 63 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.