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Partnervest Advisory Services’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Partnervest Advisory Services’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
-263
Closed -$5K – 1062
2013
Q3 		$5K Buy
+263
New +$5.19K ﹤0.01% 802

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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 $6.09B AUM 14.51% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Partnervest Advisory Services's PXH Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2013, closing a stake of 263 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in PXH in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 50 funds tracked by Wall St. Rank hold PXH as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 263 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2013, an estimated $5K.
  • Partnervest Advisory Services first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Invesco FTSE RAFI Emerging Markets ETF position peaked at $5K in Q3 2013.
  • 50 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.