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FFT Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

FFT Wealth 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
2017
Q3 		– Sell
-588,235
Closed -$12.2M – 64
2017
Q2 		$12.2M Sell
588,235
-740,910
-56% -$15.2M 3.89% 7
2017
Q1 		$27.2M Buy
+1,329,145
New +$27.1M 8.64% 2

Other funds holding PRF

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFT Wealth Management's PRF Position: Q3 2017 in Review

FFT Wealth Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2017, closing a stake of 588,235 shares — an estimated $12.2M sold.

FFT Wealth Management first reported a position in PRF in Q1 2017 and held it in 2 quarters. The position peaked at $27.2M in Q1 2017. 227 funds tracked by Wall St. Rank hold PRF as of Q3 2017.

  • FFT Wealth Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 588,235 Invesco FTSE RAFI US 1000 ETF shares in Q3 2017, an estimated $12.2M.
  • FFT Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2017 and held it in 2 quarters.
  • FFT Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $27.2M in Q1 2017.
  • 227 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.