HWP
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Hefty Wealth Partners’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Hefty Wealth Partners’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-123
Closed -$4K – 269
2017
Q4 		$4K Hold
123
– – ﹤0.01% 222
2017
Q3 		$4K Buy
+123
New +$3.95K ﹤0.01% 217

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Hefty Wealth Partners's PDN Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2018, closing a stake of 123 shares — an estimated $4K sold.

Hefty Wealth Partners first reported a position in PDN in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 50 funds tracked by Wall St. Rank hold PDN as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 123 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2018, an estimated $4K.
  • Hefty Wealth Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2017 and held it in 2 quarters.
  • Hefty Wealth Partners's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $4K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.