United Capital Financial Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

United Capital Financial Advisors’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
2020 Q1	–	Sell	-8,059	Closed	-$343K	–	1332
2019 Q4	$343K	Hold	8,059	–	–	﹤0.01%	1096
2019 Q3	$320K	Sell	8,059 -86	-1%	-$3.4K	﹤0.01%	1060
2019 Q2	$331K	Buy	+8,145	New	+$332K	﹤0.01%	1172
2015 Q3	–	Sell	-15,792	Closed	-$643K	–	1302
2015 Q2	$643K	Buy	15,792 +6,556	+71%	+$279K	0.01%	834
2015 Q1	$396K	Sell	9,236 -15,809	-63%	-$640K	﹤0.01%	991
2014 Q4	$989K	Buy	25,045 +5,286	+27%	+$215K	0.01%	653
2014 Q3	$834K	Buy	19,759 +7,163	+57%	+$317K	0.01%	654
2014 Q2	$574K	Buy	12,596 +5,631	+81%	+$253K	0.01%	661
2014 Q1	$306K	Buy	+6,965	New	+$303K	0.01%	777

Other funds holding PXF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's PXF Position: Q1 2020 in Review

United Capital Financial Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2020, closing a stake of 8,059 shares — an estimated $343K sold.

United Capital Financial Advisors first reported a position in PXF in Q1 2014 and held it in 9 quarters. The position peaked at $989K in Q4 2014. 95 funds tracked by Wall St. Rank hold PXF as of Q1 2020.

United Capital Financial Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 8,059 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2020, an estimated $343K.
United Capital Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2014 and held it in 9 quarters.
United Capital Financial Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $989K in Q4 2014.
95 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.