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Research Affiliates’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Research Affiliates’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
Q3 		$15M Buy
360,755
+29,086
+9% +$1.16M 9.37% 4
2013
Q2 		$12.2M Buy
+331,669
New +$12.7M 7.69% 6

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Research Affiliates's PXF Position: Q3 2013 in Review

Research Affiliates increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 8.8% in Q3 2013, buying an estimated $1.16M and bringing the position to 360,755 shares worth $15M. The position accounts for 9.37% of the portfolio, ranked #4.

Research Affiliates first reported a position in PXF in Q2 2013 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold PXF as of Q3 2013.

  • Research Affiliates held 360,755 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $15M as of Q3 2013.
  • Research Affiliates bought 29,086 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q3 2013, an estimated $1.16M.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up 9.37% of Research Affiliates's portfolio in Q3 2013, its #4 holding.
  • Research Affiliates first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2013 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q3 2013.

Based on Research Affiliates's 13F filing for Q3 2013, filed 7 Nov 2013.