Hartford Financial Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Hartford Financial 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
2018 Q3	–	Sell	-1,460	Closed	-$33K	–	418
2018 Q2	$33K	Buy	+1,460	New	+$32.9K	0.01%	251
2017 Q4	–	Sell	-1,460	Closed	-$31K	–	374
2017 Q3	$31K	Buy	+1,460	New	+$30.6K	0.02%	212
2017 Q2	–	Sell	-2,525	Closed	-$51K	–	383
2017 Q1	$51K	Buy	+2,525	New	+$51.5K	0.03%	183

Other funds holding PRF

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Hartford Financial Management's PRF Position: Q3 2018 in Review

Hartford Financial Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2018, closing a stake of 1,460 shares — an estimated $33K sold.

Hartford Financial Management first reported a position in PRF in Q1 2017 and held it in 3 quarters. The position peaked at $51K in Q1 2017. 260 funds tracked by Wall St. Rank hold PRF as of Q3 2018.

Hartford Financial Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2018 after selling out during the quarter.
Hartford Financial Management sold 1,460 Invesco FTSE RAFI US 1000 ETF shares in Q3 2018, an estimated $33K.
Hartford Financial Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2017 and held it in 3 quarters.
Hartford Financial Management's Invesco FTSE RAFI US 1000 ETF position peaked at $51K in Q1 2017.
260 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2018.

Based on Hartford Financial Management's 13F filing for Q3 2018, filed 1 Nov 2018.