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Freedom Investment Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Freedom Investment 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
2015
Q2 		– Sell
-18,300
Closed -$334K – 702
2015
Q1 		$334K Hold
18,300
– – 0.04% 443
2014
Q4 		$335K Buy
+18,300
New +$327K 0.04% 387

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 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

Freedom Investment Management's PRF Position: Q2 2015 in Review

Freedom Investment Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2015, closing a stake of 18,300 shares — an estimated $334K sold.

Freedom Investment Management first reported a position in PRF in Q4 2014 and held it in 2 quarters. The position peaked at $335K in Q4 2014. 185 funds tracked by Wall St. Rank hold PRF as of Q2 2015.

  • Freedom Investment Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2015 after selling out during the quarter.
  • Freedom Investment Management sold 18,300 Invesco FTSE RAFI US 1000 ETF shares in Q2 2015, an estimated $334K.
  • Freedom Investment Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2014 and held it in 2 quarters.
  • Freedom Investment Management's Invesco FTSE RAFI US 1000 ETF position peaked at $335K in Q4 2014.
  • 185 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2015.

Based on Freedom Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.