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Nelson Capital Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Nelson Capital Management’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-275
Closed -$6K – 270
2018
Q1 		$6K Buy
+275
New +$6.55K ﹤0.01% 224

Other funds holding PXH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Nelson Capital Management's PXH Position: Q2 2018 in Review

Nelson Capital Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2018, closing a stake of 275 shares — an estimated $6K sold.

Nelson Capital Management first reported a position in PXH in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 85 funds tracked by Wall St. Rank hold PXH as of Q2 2018.

  • Nelson Capital Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • Nelson Capital Management sold 275 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2018, an estimated $6K.
  • Nelson Capital Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2018 and held it in 1 quarter.
  • Nelson Capital Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $6K in Q1 2018.
  • 85 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2018.

Based on Nelson Capital Management's 13F filing for Q2 2018, filed 17 Jul 2018.