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

WFG 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
2014
Q4 		– Sell
-123
Closed -$5K – 2206
2014
Q3 		$5K Hold
123
– – ﹤0.01% 1671
2014
Q2 		$6K Buy
123
+2
+2% +$90 ﹤0.01% 1617
2014
Q1 		$5K Buy
+121
New +$5.26K ﹤0.01% 1626

Other funds holding PXF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's PXF Position: Q4 2014 in Review

WFG Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2014, closing a stake of 123 shares — an estimated $5K sold.

WFG Advisors first reported a position in PXF in Q1 2014 and held it in 3 quarters. The position peaked at $6K in Q2 2014. 63 funds tracked by Wall St. Rank hold PXF as of Q4 2014.

  • WFG Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 123 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2014, an estimated $5K.
  • WFG Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2014 and held it in 3 quarters.
  • WFG Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $6K in Q2 2014.
  • 63 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.