KPCM
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Kings Point Capital Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Kings Point Capital Management’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
2015
Q4 		– Sell
-325
Closed -$12K – 374
2015
Q3 		$12K Hold
325
– – ﹤0.01% 352
2015
Q2 		$13K Buy
+325
New +$13.8K ﹤0.01% 335

Other funds holding PXF

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kings Point Capital Management's PXF Position: Q4 2015 in Review

Kings Point Capital Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2015, closing a stake of 325 shares — an estimated $12K sold.

Kings Point Capital Management first reported a position in PXF in Q2 2015 and held it in 2 quarters. The position peaked at $13K in Q2 2015. 61 funds tracked by Wall St. Rank hold PXF as of Q4 2015.

  • Kings Point Capital Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 325 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2015, an estimated $12K.
  • Kings Point Capital Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2015 and held it in 2 quarters.
  • Kings Point Capital Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $13K in Q2 2015.
  • 61 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2015.

Based on Kings Point Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.