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Clear Creek Financial Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Clear Creek Financial Management’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
2019
Q4 		– Sell
-14,835
Closed -$362K – 147
2019
Q3 		$362K Sell
14,835
-65
-0.4% -$1.52K 0.18% 74
2019
Q2 		$349K Buy
+14,900
New +$343K 0.15% 81

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Clear Creek Financial Management's PRF Position: Q4 2019 in Review

Clear Creek Financial Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2019, closing a stake of 14,835 shares — an estimated $362K sold.

Clear Creek Financial Management first reported a position in PRF in Q2 2019 and held it in 2 quarters. The position peaked at $362K in Q3 2019. 322 funds tracked by Wall St. Rank hold PRF as of Q4 2019.

  • Clear Creek Financial Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2019 after selling out during the quarter.
  • Clear Creek Financial Management sold 14,835 Invesco FTSE RAFI US 1000 ETF shares in Q4 2019, an estimated $362K.
  • Clear Creek Financial Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2019 and held it in 2 quarters.
  • Clear Creek Financial Management's Invesco FTSE RAFI US 1000 ETF position peaked at $362K in Q3 2019.
  • 322 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2019.

Based on Clear Creek Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.