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East Coast Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

East Coast Asset 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
2013
Q3 		– Sell
-26,505
Closed -$382K – 281
2013
Q2 		$382K Buy
+26,505
New +$382K 0.21% 97

Other funds holding PRF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

East Coast Asset Management's PRF Position: Q3 2013 in Review

East Coast Asset Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2013, closing a stake of 26,505 shares — an estimated $382K sold.

East Coast Asset Management first reported a position in PRF in Q2 2013 and held it in 1 quarter. The position peaked at $382K in Q2 2013. 104 funds tracked by Wall St. Rank hold PRF as of Q3 2013.

  • East Coast Asset Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 26,505 Invesco FTSE RAFI US 1000 ETF shares in Q3 2013, an estimated $382K.
  • East Coast Asset Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's Invesco FTSE RAFI US 1000 ETF position peaked at $382K in Q2 2013.
  • 104 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.