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Sigma Investment Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Sigma Investment 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
2015
Q4 		– Sell
-13,713
Closed -$197K – 30
2015
Q3 		$197K Buy
13,713
+72
+0.5% +$1.18K 0.13% 25
2015
Q2 		$263K Buy
13,641
+2,443
+22% +$49.1K 0.16% 25
2015
Q1 		$207K Buy
+11,198
New +$210K 0.13% 26

Other funds holding PXH

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Investment Management's PXH Position: Q4 2015 in Review

Sigma Investment Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2015, closing a stake of 13,713 shares — an estimated $197K sold.

Sigma Investment Management first reported a position in PXH in Q1 2015 and held it in 3 quarters. The position peaked at $263K in Q2 2015. 60 funds tracked by Wall St. Rank hold PXH as of Q4 2015.

  • Sigma Investment Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2015 after selling out during the quarter.
  • Sigma Investment Management sold 13,713 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2015, an estimated $197K.
  • Sigma Investment Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2015 and held it in 3 quarters.
  • Sigma Investment Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $263K in Q2 2015.
  • 60 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2015.

Based on Sigma Investment Management's 13F filing for Q4 2015, filed 9 Feb 2016.