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Calton & Associates’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-500
Closed -$11K – 1038
2017
Q4 		$11K Buy
+500
New +$11K ﹤0.01% 1044

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Calton & Associates's PRF Position: Q1 2018 in Review

Calton & Associates sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2018, closing a stake of 500 shares — an estimated $11K sold.

Calton & Associates first reported a position in PRF in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 262 funds tracked by Wall St. Rank hold PRF as of Q1 2018.

  • Calton & Associates reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 500 Invesco FTSE RAFI US 1000 ETF shares in Q1 2018, an estimated $11K.
  • Calton & Associates first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco FTSE RAFI US 1000 ETF position peaked at $11K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.