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Cambria Investment Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Cambria Investment Management’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
Q3 		– Sell
-33,005
Closed -$685K – 352
2015
Q2 		$685K Hold
33,005
– – 0.21% 147
2015
Q1 		$687K Hold
33,005
– – 0.08% 140
2014
Q4 		$665K Buy
+33,005
New +$642K 0.24% 129

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Cambria Investment Management's PRFZ Position: Q3 2015 in Review

Cambria Investment Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2015, closing a stake of 33,005 shares — an estimated $685K sold.

Cambria Investment Management first reported a position in PRFZ in Q4 2014 and held it in 3 quarters. The position peaked at $687K in Q1 2015. 103 funds tracked by Wall St. Rank hold PRFZ as of Q3 2015.

  • Cambria Investment Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2015 after selling out during the quarter.
  • Cambria Investment Management sold 33,005 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2015, an estimated $685K.
  • Cambria Investment Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2014 and held it in 3 quarters.
  • Cambria Investment Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $687K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2015.

Based on Cambria Investment Management's 13F filing for Q3 2015, filed 2 Nov 2015.