Founders Capital Management (Texas)’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Founders Capital Management (Texas)’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
2018 Q2	–	Sell	-1,075	Closed	-$48K	–	341
2018 Q1	$48K	Hold	1,075	–	–	0.04%	138
2017 Q4	$49K	Hold	1,075	–	–	0.04%	138
2017 Q3	$47K	Hold	1,075	–	–	0.04%	145
2017 Q2	$45K	Hold	1,075	–	–	0.04%	145
2017 Q1	$43K	Buy	+1,075	New	+$42.2K	0.04%	149

Other funds holding PXF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Founders Capital Management (Texas)'s PXF Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2018, closing a stake of 1,075 shares — an estimated $48K sold.

Founders Capital Management (Texas) first reported a position in PXF in Q1 2017 and held it in 5 quarters. The position peaked at $49K in Q4 2017. 81 funds tracked by Wall St. Rank hold PXF as of Q2 2018.

Founders Capital Management (Texas) reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,075 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2018, an estimated $48K.
Founders Capital Management (Texas) first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2017 and held it in 5 quarters.
Founders Capital Management (Texas)'s Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $49K in Q4 2017.
81 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.