Clarfeld Financial Advisors’s Invesco Dividend Achievers ETF PFM Stock Holding History

Clarfeld Financial Advisors’s Portfolio PFM Stock Details PFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$1.15M	Buy	+46,394	New	+$1.22M	0.95%	16

Other funds holding PFM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

CSIA

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

Clarfeld Financial Advisors's PFM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Invesco Dividend Achievers ETF (PFM) in Q4 2018: 46,394 shares worth $1.15M. The stake represents 0.95% of the portfolio and ranks #16 among its holdings.

71 funds tracked by Wall St. Rank hold PFM as of Q4 2018.

Clarfeld Financial Advisors held 46,394 shares of Invesco Dividend Achievers ETF worth $1.15M as of Q4 2018.
Invesco Dividend Achievers ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Invesco Dividend Achievers ETF made up 0.95% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #16 holding.
71 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.