Bouchey Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Bouchey Financial Group’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
2015 Q4	–	Sell	-305,710	Closed	-$5.07M	–	70
2015 Q3	$5.07M	Buy	305,710 +34,350	+13%	+$605K	2.44%	18
2015 Q2	$4.92M	Buy	271,360 +37,650	+16%	+$699K	2.1%	22
2015 Q1	$4.27M	Buy	233,710 +7,125	+3%	+$130K	1.92%	22
2014 Q4	$4.14M	Buy	226,585 +2,315	+1%	+$41.4K	1.95%	22
2014 Q3	$3.94M	Buy	224,270 +9,750	+5%	+$173K	2%	22
2014 Q2	$3.79M	Sell	214,520 -12,400	-5%	-$213K	2.03%	22
2014 Q1	$3.84M	Sell	226,920 -900	-0.4%	-$14.8K	2.33%	15
2013 Q4	$3.77M	Buy	+227,820	New	+$3.63M	2.65%	14

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bouchey Financial Group's PRF Position: Q4 2015 in Review

Bouchey Financial Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2015, closing a stake of 305,710 shares — an estimated $5.07M sold.

Bouchey Financial Group first reported a position in PRF in Q4 2013 and held it in 8 quarters. The position peaked at $5.07M in Q3 2015. 199 funds tracked by Wall St. Rank hold PRF as of Q4 2015.

Bouchey Financial Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2015 after selling out during the quarter.
Bouchey Financial Group sold 305,710 Invesco FTSE RAFI US 1000 ETF shares in Q4 2015, an estimated $5.07M.
Bouchey Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2013 and held it in 8 quarters.
Bouchey Financial Group's Invesco FTSE RAFI US 1000 ETF position peaked at $5.07M in Q3 2015.
199 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2015.

Based on Bouchey Financial Group's 13F filing for Q4 2015, filed 12 Jan 2016.