Fiera Capital (Canada)
PRFZ icon

Fiera Capital (Canada)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Fiera Capital (Canada)’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
-11,155
Closed -$305K – 679
2019
Q4 		$305K Hold
11,155
– – ﹤0.01% 582
2019
Q3 		$283K Hold
11,155
– – ﹤0.01% 569
2019
Q2 		$285K Hold
11,155
– – ﹤0.01% 563
2019
Q1 		$285K Hold
11,155
– – ﹤0.01% 592
2018
Q4 		$254K Hold
11,155
– – ﹤0.01% 599
2018
Q3 		$317K Hold
11,155
– – ﹤0.01% 609
2018
Q2 		$310K Buy
+11,155
New +$302K ﹤0.01% 605

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

Fiera Capital (Canada)'s PRFZ Position: Q1 2020 in Review

Fiera Capital (Canada) sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2020, closing a stake of 11,155 shares — an estimated $305K sold.

Fiera Capital (Canada) first reported a position in PRFZ in Q2 2018 and held it in 7 quarters. The position peaked at $317K in Q3 2018. 151 funds tracked by Wall St. Rank hold PRFZ as of Q1 2020.

  • Fiera Capital (Canada) reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2020 after selling out during the quarter.
  • Fiera Capital (Canada) sold 11,155 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2020, an estimated $305K.
  • Fiera Capital (Canada) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2018 and held it in 7 quarters.
  • Fiera Capital (Canada)'s Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $317K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2020.

Based on Fiera Capital (Canada)'s 13F filing for Q1 2020, filed 8 May 2020.