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Beacon Capital Management Inc (Ohio)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2015
Q2 		– Sell
-65
Closed -$1K – 250
2015
Q1 		$1K Buy
+65
New +$1.31K ﹤0.01% 238

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Beacon Capital Management Inc (Ohio)'s PRFZ Position: Q2 2015 in Review

Beacon Capital Management Inc (Ohio) sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2015, closing a stake of 65 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in PRFZ in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 103 funds tracked by Wall St. Rank hold PRFZ as of Q2 2015.

  • Beacon Capital Management Inc (Ohio) reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2015 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 65 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2015, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2015 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2015.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2015, filed 19 Aug 2015.