SAG
PXF icon

Sterne Agee Group’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Sterne Agee Group’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,868
Closed -$202K – 269
2013
Q3 		$202K Buy
+4,868
New +$194K 0.08% 249

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Sterne Agee Group's PXF Position: Q4 2013 in Review

Sterne Agee Group sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2013, closing a stake of 4,868 shares — an estimated $202K sold.

Sterne Agee Group first reported a position in PXF in Q3 2013 and held it in 1 quarter. The position peaked at $202K in Q3 2013. 56 funds tracked by Wall St. Rank hold PXF as of Q4 2013.

  • Sterne Agee Group reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 4,868 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2013, an estimated $202K.
  • Sterne Agee Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2013 and held it in 1 quarter.
  • Sterne Agee Group's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $202K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.