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BB&T Securities’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

BB&T Securities’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
2017
Q4 		– Sell
-17,280
Closed -$433K – 1502
2017
Q3 		$433K Hold
17,280
– – 0.01% 1020
2017
Q2 		$408K Sell
17,280
-100
-0.6% -$2.34K 0.01% 1040
2017
Q1 		$404K Hold
17,380
– – 0.01% 954
2016
Q4 		$366K Hold
17,380
– – 0.01% 942
2016
Q3 		$366K Buy
17,380
+1,725
+11% +$35.6K 0.01% 942
2016
Q2 		$304K Buy
+15,655
New +$302K ﹤0.01% 986

Other funds holding PRFZ

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 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 $564B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return