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FineMark National Bank & Trust’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

FineMark National Bank & Trust’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
2016
Q1 		– Sell
-1,372
Closed -$19K – 1350
2015
Q4 		$19K Hold
1,372
– – ﹤0.01% 835
2015
Q3 		$20K Buy
+1,372
New +$22.5K ﹤0.01% 850

Other funds holding PXH

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $570B AUM 27.57% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FineMark National Bank & Trust's PXH Position: Q1 2016 in Review

FineMark National Bank & Trust sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2016, closing a stake of 1,372 shares — an estimated $19K sold.

FineMark National Bank & Trust first reported a position in PXH in Q3 2015 and held it in 2 quarters. The position peaked at $20K in Q3 2015. 48 funds tracked by Wall St. Rank hold PXH as of Q1 2016.

  • FineMark National Bank & Trust reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,372 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2016, an estimated $19K.
  • FineMark National Bank & Trust first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2015 and held it in 2 quarters.
  • FineMark National Bank & Trust's Invesco FTSE RAFI Emerging Markets ETF position peaked at $20K in Q3 2015.
  • 48 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2016.

Based on FineMark National Bank & Trust's 13F filing for Q1 2016, filed 10 May 2016.