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Tillar-Wenstrup Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Tillar-Wenstrup Advisors’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
2014
Q4 		– Sell
-17,060
Closed -$345K – 43
2014
Q3 		$345K Buy
17,060
+185
+1% +$4.08K 0.32% 40
2014
Q2 		$360K Buy
16,875
+570
+3% +$11.9K 0.29% 47
2014
Q1 		$324K Buy
16,305
+1,875
+13% +$35.7K 0.29% 41
2013
Q4 		$296K Buy
+14,430
New +$299K 0.3% 36

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Tillar-Wenstrup Advisors's PXH Position: Q4 2014 in Review

Tillar-Wenstrup Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2014, closing a stake of 17,060 shares — an estimated $345K sold.

Tillar-Wenstrup Advisors first reported a position in PXH in Q4 2013 and held it in 4 quarters. The position peaked at $360K in Q2 2014. 57 funds tracked by Wall St. Rank hold PXH as of Q4 2014.

  • Tillar-Wenstrup Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2014 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 17,060 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2014, an estimated $345K.
  • Tillar-Wenstrup Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2013 and held it in 4 quarters.
  • Tillar-Wenstrup Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $360K in Q2 2014.
  • 57 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2014.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2014, filed 30 Jan 2015.