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

Destination 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
2018 Q4	–	Sell	-393	Closed	-$8K	–	669
2018 Q3	$8K	Buy	393 +391	+19,550%	+$8.23K	﹤0.01%	478
2018 Q2	$0	Buy	+2	New	+$44	﹤0.01%	618

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 $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

TAIM

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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Destination Wealth Management's PXH Position: Q4 2018 in Review

Destination Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2018, closing a stake of 393 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in PXH in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 104 funds tracked by Wall St. Rank hold PXH as of Q4 2018.

Destination Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 393 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2018, an estimated $8K.
Destination Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2018 and held it in 2 quarters.
Destination Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $8K in Q3 2018.
104 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.