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Econ Financial Services’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Econ Financial Services’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$2.11M Buy
72,271
+6,443
+10% +$184K 2.92% 11
2019
Q1 		$1.86M Sell
65,828
-25,477
-28% -$695K 2.79% 13
2018
Q4 		$2.3M Buy
+91,305
New +$2.52M 3.51% 8

Other funds holding MFUS

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Econ Financial Services's MFUS Position: Q2 2019 in Review

Econ Financial Services increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 9.8% in Q2 2019, buying an estimated $184K and bringing the position to 72,271 shares worth $2.11M. The position accounts for 2.92% of the portfolio, ranked #11.

Econ Financial Services first reported a position in MFUS in Q4 2018 and has held it in 3 quarters since. The position peaked at $2.3M in Q4 2018. 12 funds tracked by Wall St. Rank hold MFUS as of Q2 2019.

  • Econ Financial Services held 72,271 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $2.11M as of Q2 2019.
  • Econ Financial Services bought 6,443 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2019, an estimated $184K.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 2.92% of Econ Financial Services's portfolio in Q2 2019, its #11 holding.
  • Econ Financial Services first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q4 2018 and has held it in 3 quarters since.
  • Econ Financial Services's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $2.3M in Q4 2018.
  • 12 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.