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Beck Capital Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Beck Capital Management’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-11,650
Closed -$206K – 164
2014
Q2 		$206K Buy
+11,650
New +$200K 0.14% 153

Other funds holding PRF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Beck Capital Management's PRF Position: Q3 2014 in Review

Beck Capital Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2014, closing a stake of 11,650 shares — an estimated $206K sold.

Beck Capital Management first reported a position in PRF in Q2 2014 and held it in 1 quarter. The position peaked at $206K in Q2 2014. 147 funds tracked by Wall St. Rank hold PRF as of Q3 2014.

  • Beck Capital Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2014 after selling out during the quarter.
  • Beck Capital Management sold 11,650 Invesco FTSE RAFI US 1000 ETF shares in Q3 2014, an estimated $206K.
  • Beck Capital Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2014 and held it in 1 quarter.
  • Beck Capital Management's Invesco FTSE RAFI US 1000 ETF position peaked at $206K in Q2 2014.
  • 147 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2014.

Based on Beck Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.