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New York Life Investment Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

New York Life Investment 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
2013
Q4 		– Sell
-156,234
Closed -$3.17M – 165
2013
Q3 		$3.17M Hold
156,234
– – 0.97% 33
2013
Q2 		$2.99M Buy
+156,234
New +$3.27M 0.95% 29

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

New York Life Investment Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2013, closing a stake of 156,234 shares — an estimated $3.17M sold.

New York Life Investment Management first reported a position in PXH in Q2 2013 and held it in 2 quarters. The position peaked at $3.17M in Q3 2013. 50 funds tracked by Wall St. Rank hold PXH as of Q4 2013.

  • New York Life Investment Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2013 after selling out during the quarter.
  • New York Life Investment Management sold 156,234 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2013, an estimated $3.17M.
  • New York Life Investment Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and held it in 2 quarters.
  • New York Life Investment Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3.17M in Q3 2013.
  • 50 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2013.

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