Stanford Investment Group’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-7,770	Closed	-$141K	–	212
2016 Q4	$141K	Hold	7,770	–	–	0.07%	70
2016 Q3	$139K	Buy	7,770 +2,750	+55%	+$48.3K	0.07%	74
2016 Q2	$82K	Buy	5,020 +2,490	+98%	+$38.8K	0.04%	102
2016 Q1	$39K	Buy	+2,530	New	+$34.7K	0.02%	169

Other funds holding PXH

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 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 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 $1.81B AUM 19.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stanford Investment Group's PXH Position: Q1 2017 in Review

Stanford Investment Group sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2017, closing a stake of 7,770 shares — an estimated $141K sold.

Stanford Investment Group first reported a position in PXH in Q1 2016 and held it in 4 quarters. The position peaked at $141K in Q4 2016. 73 funds tracked by Wall St. Rank hold PXH as of Q1 2017.

Stanford Investment Group reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 7,770 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2017, an estimated $141K.
Stanford Investment Group first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2016 and held it in 4 quarters.
Stanford Investment Group's Invesco FTSE RAFI Emerging Markets ETF position peaked at $141K in Q4 2016.
73 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.