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Atlas Capital Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Atlas Capital Advisors’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,640
Closed -$41.9K – 684
2019
Q2 		$41.9K Buy
+1,640
New +$41.9K 0.01% 491

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Capital Advisors's PRFZ Position: Q3 2019 in Review

Atlas Capital Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2019, closing a stake of 1,640 shares — an estimated $41.9K sold.

Atlas Capital Advisors first reported a position in PRFZ in Q2 2019 and held it in 1 quarter. The position peaked at $41.9K in Q2 2019. 160 funds tracked by Wall St. Rank hold PRFZ as of Q3 2019.

  • Atlas Capital Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2019 after selling out during the quarter.
  • Atlas Capital Advisors sold 1,640 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2019, an estimated $41.9K.
  • Atlas Capital Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2019 and held it in 1 quarter.
  • Atlas Capital Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $41.9K in Q2 2019.
  • 160 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2019.

Based on Atlas Capital Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.