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Litman Gregory Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Litman Gregory Wealth 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
2020
Q1 		– Sell
-1,329
Closed -$56K – 200
2019
Q4 		$56K Buy
+1,329
New +$54.7K 0.01% 89

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Litman Gregory Wealth Management's PXF Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2020, closing a stake of 1,329 shares — an estimated $56K sold.

Litman Gregory Wealth Management first reported a position in PXF in Q4 2019 and held it in 1 quarter. The position peaked at $56K in Q4 2019. 95 funds tracked by Wall St. Rank hold PXF as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,329 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2020, an estimated $56K.
  • Litman Gregory Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $56K in Q4 2019.
  • 95 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.