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SevenBridge Financial Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

SevenBridge Financial Group’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
Q1 		– Sell
-163
Closed -$4K – 634
2017
Q4 		$4K Buy
+163
New +$3.54K ﹤0.01% 539

Other funds holding PXH

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SevenBridge Financial Group's PXH Position: Q1 2018 in Review

SevenBridge Financial Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2018, closing a stake of 163 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in PXH in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 87 funds tracked by Wall St. Rank hold PXH as of Q1 2018.

  • SevenBridge Financial Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 163 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2018, an estimated $4K.
  • SevenBridge Financial Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $4K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.