OneDigital Investment Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

OneDigital Investment Advisors’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 Q4	–	Sell	-2,378	Closed	-$50K	–	1254
2018 Q3	$50K	Sell	2,378 -1,680	-41%	-$35.3K	0.01%	412
2018 Q2	$84K	Hold	4,058	–	–	0.02%	368
2018 Q1	$95K	Buy	4,058 +3,667	+938%	+$87.3K	0.02%	354
2017 Q4	$9K	Hold	391	–	–	﹤0.01%	991
2017 Q3	$8K	Hold	391	–	–	﹤0.01%	838
2017 Q2	$8K	Buy	+391	New	+$7.79K	﹤0.01%	984

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneDigital Investment Advisors's PXH Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2018, closing a stake of 2,378 shares — an estimated $50K sold.

OneDigital Investment Advisors first reported a position in PXH in Q2 2017 and held it in 6 quarters. The position peaked at $95K in Q1 2018. 104 funds tracked by Wall St. Rank hold PXH as of Q4 2018.

OneDigital Investment Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 2,378 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2018, an estimated $50K.
OneDigital Investment Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2017 and held it in 6 quarters.
OneDigital Investment Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $95K in Q1 2018.
104 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.