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New York Life Investment Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

New York Life Investment 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
2013
Q4 		– Sell
-25,352
Closed -$1.05M – 164
2013
Q3 		$1.05M Sell
25,352
-43,890
-63% -$1.75M 0.32% 51
2013
Q2 		$2.55M Buy
+69,242
New +$2.66M 0.81% 31

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

New York Life Investment Management's PXF Position: Q4 2013 in Review

New York Life Investment Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2013, closing a stake of 25,352 shares — an estimated $1.05M sold.

New York Life Investment Management first reported a position in PXF in Q2 2013 and held it in 2 quarters. The position peaked at $2.55M in Q2 2013. 56 funds tracked by Wall St. Rank hold PXF as of Q4 2013.

  • New York Life Investment Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2013 after selling out during the quarter.
  • New York Life Investment Management sold 25,352 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2013, an estimated $1.05M.
  • New York Life Investment Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2013 and held it in 2 quarters.
  • New York Life Investment Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $2.55M in Q2 2013.
  • 56 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2013.

Based on New York Life Investment Management's 13F filing for Q4 2013, filed 18 Feb 2014.