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FundX Investment Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

FundX Investment Group’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
2013
Q4 		– Sell
-630,500
Closed -$9.52M – 28
2013
Q3 		$9.52M Sell
630,500
-10,000
-2% -$151K 3.77% 10
2013
Q2 		$9.22M Buy
+640,500
New +$9.23M 3.94% 9

Other funds holding PRF

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

FundX Investment Group's PRF Position: Q4 2013 in Review

FundX Investment Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2013, closing a stake of 630,500 shares — an estimated $9.52M sold.

FundX Investment Group first reported a position in PRF in Q2 2013 and held it in 2 quarters. The position peaked at $9.52M in Q3 2013. 130 funds tracked by Wall St. Rank hold PRF as of Q4 2013.

  • FundX Investment Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2013 after selling out during the quarter.
  • FundX Investment Group sold 630,500 Invesco FTSE RAFI US 1000 ETF shares in Q4 2013, an estimated $9.52M.
  • FundX Investment Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2013 and held it in 2 quarters.
  • FundX Investment Group's Invesco FTSE RAFI US 1000 ETF position peaked at $9.52M in Q3 2013.
  • 130 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2013.

Based on FundX Investment Group's 13F filing for Q4 2013, filed 28 Jan 2014.