HR
PDN icon

Howe & Rusling’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Howe & Rusling’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
2019
Q4 		– Sell
-56
Closed -$2K – 861
2019
Q3 		$2K Buy
+56
New +$1.64K ﹤0.01% 702

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Howe & Rusling's PDN Position: Q4 2019 in Review

Howe & Rusling sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2019, closing a stake of 56 shares — an estimated $2K sold.

Howe & Rusling first reported a position in PDN in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 66 funds tracked by Wall St. Rank hold PDN as of Q4 2019.

  • Howe & Rusling reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2019 after selling out during the quarter.
  • Howe & Rusling sold 56 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2019, an estimated $2K.
  • Howe & Rusling first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2019 and held it in 1 quarter.
  • Howe & Rusling's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $2K in Q3 2019.
  • 66 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2019.

Based on Howe & Rusling's 13F filing for Q4 2019, filed 5 Feb 2020.