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Simplicity Solutions’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Simplicity Solutions’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
2017
Q1 		– Sell
-11,341
Closed -$206K – 411
2016
Q4 		$206K Buy
+11,341
New +$207K 0.05% 319

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Solutions's PXH Position: Q1 2017 in Review

Simplicity Solutions sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2017, closing a stake of 11,341 shares — an estimated $206K sold.

Simplicity Solutions first reported a position in PXH in Q4 2016 and held it in 1 quarter. The position peaked at $206K in Q4 2016. 73 funds tracked by Wall St. Rank hold PXH as of Q1 2017.

  • Simplicity Solutions reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Simplicity Solutions sold 11,341 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2017, an estimated $206K.
  • Simplicity Solutions first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2016 and held it in 1 quarter.
  • Simplicity Solutions's Invesco FTSE RAFI Emerging Markets ETF position peaked at $206K in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2017.

Based on Simplicity Solutions's 13F filing for Q1 2017, filed 8 May 2017.