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Concorde Asset Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Concorde Asset 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
2017
Q4 		– Sell
-12,389
Closed -$264K – 143
2017
Q3 		$264K Buy
+12,389
New +$263K 0.23% 110

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Concorde Asset Management's PXH Position: Q4 2017 in Review

Concorde Asset Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2017, closing a stake of 12,389 shares — an estimated $264K sold.

Concorde Asset Management first reported a position in PXH in Q3 2017 and held it in 1 quarter. The position peaked at $264K in Q3 2017. 85 funds tracked by Wall St. Rank hold PXH as of Q4 2017.

  • Concorde Asset Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • Concorde Asset Management sold 12,389 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2017, an estimated $264K.
  • Concorde Asset Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2017 and held it in 1 quarter.
  • Concorde Asset Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $264K in Q3 2017.
  • 85 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2017.

Based on Concorde Asset Management's 13F filing for Q4 2017, filed 23 Jan 2018.