CWA
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Convergent Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Convergent Wealth 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
2014
Q1 		– Sell
-23,000
Closed -$450K – 32
2013
Q4 		$450K Hold
23,000
– – 0.07% 30
2013
Q3 		$412K Buy
+23,000
New +$399K 0.08% 28

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Convergent Wealth Advisors's PRFZ Position: Q1 2014 in Review

Convergent Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2014, closing a stake of 23,000 shares — an estimated $450K sold.

Convergent Wealth Advisors first reported a position in PRFZ in Q3 2013 and held it in 2 quarters. The position peaked at $450K in Q4 2013. 83 funds tracked by Wall St. Rank hold PRFZ as of Q1 2014.

  • Convergent Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2014 after selling out during the quarter.
  • Convergent Wealth Advisors sold 23,000 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2014, an estimated $450K.
  • Convergent Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2013 and held it in 2 quarters.
  • Convergent Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $450K in Q4 2013.
  • 83 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2014.

Based on Convergent Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.