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Essex Savings Bank’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-250
Closed -$10K – 496
2019
Q2 		$10K Hold
250
– – ﹤0.01% 647
2019
Q1 		$10K Hold
250
– – 0.01% 503
2018
Q4 		$9K Buy
+250
New +$9.98K 0.01% 519

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Essex Savings Bank's PXF Position: Q3 2019 in Review

Essex Savings Bank sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2019, closing a stake of 250 shares — an estimated $10K sold.

Essex Savings Bank first reported a position in PXF in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 99 funds tracked by Wall St. Rank hold PXF as of Q3 2019.

  • Essex Savings Bank reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 250 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2019, an estimated $10K.
  • Essex Savings Bank first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $10K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.