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Gilman Hill Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Gilman Hill Asset 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
Q4 		– Sell
-10,095
Closed -$216K – 174
2017
Q3 		$216K Buy
+10,095
New +$211K 0.09% 150

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gilman Hill Asset Management's PRF Position: Q4 2017 in Review

Gilman Hill Asset Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2017, closing a stake of 10,095 shares — an estimated $216K sold.

Gilman Hill Asset Management first reported a position in PRF in Q3 2017 and held it in 1 quarter. The position peaked at $216K in Q3 2017. 256 funds tracked by Wall St. Rank hold PRF as of Q4 2017.

  • Gilman Hill Asset Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2017 after selling out during the quarter.
  • Gilman Hill Asset Management sold 10,095 Invesco FTSE RAFI US 1000 ETF shares in Q4 2017, an estimated $216K.
  • Gilman Hill Asset Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2017 and held it in 1 quarter.
  • Gilman Hill Asset Management's Invesco FTSE RAFI US 1000 ETF position peaked at $216K in Q3 2017.
  • 256 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2017.

Based on Gilman Hill Asset Management's 13F filing for Q4 2017, filed 30 Jan 2018.