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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q4 		– Sell
-540
Closed -$10K – 499
2016
Q3 		$10K Buy
+540
New +$10.1K ﹤0.01% 297

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Genovese Burford & Brothers Wealth & Retirement Plan Management's PRF Position: Q4 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2016, closing a stake of 540 shares — an estimated $10K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PRF in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 204 funds tracked by Wall St. Rank hold PRF as of Q4 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 540 Invesco FTSE RAFI US 1000 ETF shares in Q4 2016, an estimated $10K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Invesco FTSE RAFI US 1000 ETF position peaked at $10K in Q3 2016.
  • 204 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2016, filed 13 Feb 2017.