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Boys Arnold & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Boys Arnold & Co’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
Q1 		– Sell
-9,695
Closed -$219K – 278
2018
Q4 		$219K Sell
9,695
-6,750
-41% -$172K 0.04% 249
2018
Q3 		$463K Hold
16,445
– – 0.06% 205
2018
Q2 		$458K Hold
16,445
– – 0.07% 212
2018
Q1 		$434K Buy
16,445
+8,250
+101% +$216K 0.06% 220
2017
Q4 		$213K Buy
+8,195
New +$209K 0.03% 265

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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Boys Arnold & Co's PRFZ Position: Q1 2019 in Review

Boys Arnold & Co sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2019, closing a stake of 9,695 shares — an estimated $219K sold.

Boys Arnold & Co first reported a position in PRFZ in Q4 2017 and held it in 5 quarters. The position peaked at $463K in Q3 2018. 163 funds tracked by Wall St. Rank hold PRFZ as of Q1 2019.

  • Boys Arnold & Co reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2019 after selling out during the quarter.
  • Boys Arnold & Co sold 9,695 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2019, an estimated $219K.
  • Boys Arnold & Co first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2017 and held it in 5 quarters.
  • Boys Arnold & Co's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $463K in Q3 2018.
  • 163 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2019.

Based on Boys Arnold & Co's 13F filing for Q1 2019, filed 3 May 2019.