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WFG Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

WFG 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
Q4 		– Sell
-400
Closed -$6K – 1655
2015
Q3 		$6K Sell
400
-267
-40% -$4.38K ﹤0.01% 1224
2015
Q2 		$13K Hold
667
– – ﹤0.01% 1110
2015
Q1 		$12K Hold
667
– – ﹤0.01% 1152
2014
Q4 		$12K Hold
667
– – ﹤0.01% 1395
2014
Q3 		$14K Hold
667
– – ﹤0.01% 1389
2014
Q2 		$14K Hold
667
– – ﹤0.01% 1390
2014
Q1 		$13K Sell
667
-861
-56% -$16.4K ﹤0.01% 1397
2013
Q4 		$31K Hold
1,528
– – ﹤0.01% 1165
2013
Q3 		$31K Hold
1,528
– – ﹤0.01% 1097
2013
Q2 		$29K Buy
+1,528
New +$32K ﹤0.01% 1082

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KL
Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WFG Advisors's PXH Position: Q4 2015 in Review

WFG Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2015, closing a stake of 400 shares — an estimated $6K sold.

WFG Advisors first reported a position in PXH in Q2 2013 and held it in 10 quarters. The position peaked at $31K in Q4 2013. 60 funds tracked by Wall St. Rank hold PXH as of Q4 2015.

  • WFG Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 400 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2015, an estimated $6K.
  • WFG Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $31K in Q4 2013.
  • 60 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.