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Royal Fund Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Royal Fund 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
2018
Q4 		– Sell
-87
Closed -$1K – 634
2018
Q3 		$1K Sell
87
-96,703
-100% -$2.03M ﹤0.01% 488
2018
Q2 		$2M Buy
+96,790
New +$2.15M 0.66% 53

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
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
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 $3.86B AUM 26.3% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Fund Management's PXH Position: Q4 2018 in Review

Royal Fund Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2018, closing a stake of 87 shares — an estimated $1K sold.

Royal Fund Management first reported a position in PXH in Q2 2018 and held it in 2 quarters. The position peaked at $2M in Q2 2018. 104 funds tracked by Wall St. Rank hold PXH as of Q4 2018.

  • Royal Fund Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Royal Fund Management sold 87 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2018, an estimated $1K.
  • Royal Fund Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2018 and held it in 2 quarters.
  • Royal Fund Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2M in Q2 2018.
  • 104 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2018.

Based on Royal Fund Management's 13F filing for Q4 2018, filed 7 May 2020.