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MassMutual Private Wealth & Trust’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

MassMutual Private Wealth & Trust’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
2019
Q1 		– Sell
-15,116
Closed -$567K – 958
2018
Q4 		$567K Buy
+15,116
New +$603K 0.05% 221

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MassMutual Private Wealth & Trust's PXF Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2019, closing a stake of 15,116 shares — an estimated $567K sold.

MassMutual Private Wealth & Trust first reported a position in PXF in Q4 2018 and held it in 1 quarter. The position peaked at $567K in Q4 2018. 92 funds tracked by Wall St. Rank hold PXF as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 15,116 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2019, an estimated $567K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2018 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $567K in Q4 2018.
  • 92 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.