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Clear Perspective Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Clear Perspective Advisors’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
2018
Q3 		– Sell
-460
Closed -$13K – 365
2018
Q2 		$13K Buy
460
+440
+2,200% +$11.9K 0.01% 348
2018
Q1 		$1K Buy
+20
New +$524 ﹤0.01% 479

Other funds holding PRFZ

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
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clear Perspective Advisors's PRFZ Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2018, closing a stake of 460 shares — an estimated $13K sold.

Clear Perspective Advisors first reported a position in PRFZ in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2018. 153 funds tracked by Wall St. Rank hold PRFZ as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 460 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2018, an estimated $13K.
  • Clear Perspective Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $13K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.