AIA
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Alera Investment Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Alera Investment Advisors’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-664
Closed -$18K – 1294
2018
Q4 		$18K Buy
+664
New +$19.6K 0.01% 311

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alera Investment Advisors's PDN Position: Q1 2019 in Review

Alera Investment Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2019, closing a stake of 664 shares — an estimated $18K sold.

Alera Investment Advisors first reported a position in PDN in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 55 funds tracked by Wall St. Rank hold PDN as of Q1 2019.

  • Alera Investment Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 664 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2019, an estimated $18K.
  • Alera Investment Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $18K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.