CWM
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Cedar Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Cedar Wealth Management’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3
Closed – – 224
2020
Q2 		$0 Sell
3
-6,927
-100% -$180K ﹤0.01% 234
2020
Q1 		$160K Buy
+6,930
New +$198K 0.11% 90
2019
Q1 		– Sell
-1
Closed – – 167
2018
Q4 		$0 Buy
+1
New +$30 ﹤0.01% 174

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Cedar Wealth Management's PDN Position: Q3 2020 in Review

Cedar Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2020, closing a stake of 3 shares.

Cedar Wealth Management first reported a position in PDN in Q4 2018 and held it in 3 quarters. The position peaked at $160K in Q1 2020. 53 funds tracked by Wall St. Rank hold PDN as of Q3 2020.

  • Cedar Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2020 after selling out during the quarter.
  • Cedar Wealth Management sold 3 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2020.
  • Cedar Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2018 and held it in 3 quarters.
  • Cedar Wealth Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $160K in Q1 2020.
  • 53 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2020.

Based on Cedar Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.