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United Capital Financial Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

United Capital Financial 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
2015
Q1 		– Sell
-26,409
Closed -$492K – 1266
2014
Q4 		$492K Buy
26,409
+5,851
+28% +$114K 0.01% 826
2014
Q3 		$416K Buy
20,558
+6,574
+47% +$145K 0.01% 844
2014
Q2 		$298K Buy
+13,984
New +$291K 0.01% 750

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's PXH Position: Q1 2015 in Review

United Capital Financial Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2015, closing a stake of 26,409 shares — an estimated $492K sold.

United Capital Financial Advisors first reported a position in PXH in Q2 2014 and held it in 3 quarters. The position peaked at $492K in Q4 2014. 55 funds tracked by Wall St. Rank hold PXH as of Q1 2015.

  • United Capital Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,409 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2015, an estimated $492K.
  • United Capital Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2014 and held it in 3 quarters.
  • United Capital Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $492K in Q4 2014.
  • 55 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2015.

Based on United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.