EK
PRFZ icon

Evensky & Katz’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Evensky & Katz’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
2020
Q1 		– Sell
-535
Closed -$14K – 104
2019
Q4 		$14K Sell
535
-10,355
-95% -$273K ﹤0.01% 95
2019
Q3 		$276K Buy
+10,890
New +$275K 0.04% 75

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evensky & Katz's PRFZ Position: Q1 2020 in Review

Evensky & Katz sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2020, closing a stake of 535 shares — an estimated $14K sold.

Evensky & Katz first reported a position in PRFZ in Q3 2019 and held it in 2 quarters. The position peaked at $276K in Q3 2019. 151 funds tracked by Wall St. Rank hold PRFZ as of Q1 2020.

  • Evensky & Katz reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2020 after selling out during the quarter.
  • Evensky & Katz sold 535 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2020, an estimated $14K.
  • Evensky & Katz first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2019 and held it in 2 quarters.
  • Evensky & Katz's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $276K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2020.

Based on Evensky & Katz's 13F filing for Q1 2020, filed 1 May 2020.