PFG
PXF icon

Pacific Financial Group’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Pacific Financial Group’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
-47,965
Closed -$1.99M – 56
2013
Q3 		$1.99M Buy
+47,965
New +$1.91M 1.4% 17

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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 $8.21B AUM 28.81% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Pacific Financial Group's PXF Position: Q4 2013 in Review

Pacific Financial Group sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2013, closing a stake of 47,965 shares — an estimated $1.99M sold.

Pacific Financial Group first reported a position in PXF in Q3 2013 and held it in 1 quarter. The position peaked at $1.99M in Q3 2013. 56 funds tracked by Wall St. Rank hold PXF as of Q4 2013.

  • Pacific Financial Group reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2013 after selling out during the quarter.
  • Pacific Financial Group sold 47,965 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2013, an estimated $1.99M.
  • Pacific Financial Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2013 and held it in 1 quarter.
  • Pacific Financial Group's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.99M in Q3 2013.
  • 56 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2013.

Based on Pacific Financial Group's 13F filing for Q4 2013, filed 4 Feb 2014.