LFS
PXF icon

Legacy Financial Strategies’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Legacy Financial Strategies’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
Q3 		– Sell
-5,171
Closed -$222K – 71
2018
Q2 		$222K Buy
5,171
+258
+5% +$11.6K 0.2% 83
2018
Q1 		$219K Buy
4,913
+298
+6% +$13.7K 0.21% 85
2017
Q4 		$210K Buy
+4,615
New +$206K 0.22% 92

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Legacy Financial Strategies's PXF Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q3 2018, closing a stake of 5,171 shares — an estimated $222K sold.

Legacy Financial Strategies first reported a position in PXF in Q4 2017 and held it in 3 quarters. The position peaked at $222K in Q2 2018. 85 funds tracked by Wall St. Rank hold PXF as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 5,171 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2018, an estimated $222K.
  • Legacy Financial Strategies first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $222K in Q2 2018.
  • 85 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.