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Ground Swell Capital’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-300
Closed -$14K – 2693
2014
Q2 		$14K Buy
+300
New +$13.5K 0.03% 573

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ground Swell Capital's PXF Position: Q3 2014 in Review

Ground Swell Capital sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2014, closing a stake of 300 shares — an estimated $14K sold.

Ground Swell Capital first reported a position in PXF in Q2 2014 and held it in 1 quarter. The position peaked at $14K in Q2 2014. 63 funds tracked by Wall St. Rank hold PXF as of Q3 2014.

  • Ground Swell Capital reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 300 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2014, an estimated $14K.
  • Ground Swell Capital first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $14K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.