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IFC Holdings’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

IFC Holdings’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,155
Closed -$292K – 323
2017
Q4 		$292K Buy
11,155
+985
+10% +$25.2K 0.02% 398
2017
Q3 		$253K Sell
10,170
-415
-4% -$9.87K 0.02% 427
2017
Q2 		$249K Buy
+10,585
New +$247K 0.02% 414

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFC Holdings's PRFZ Position: Q1 2018 in Review

IFC Holdings sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2018, closing a stake of 11,155 shares — an estimated $292K sold.

IFC Holdings first reported a position in PRFZ in Q2 2017 and held it in 3 quarters. The position peaked at $292K in Q4 2017. 138 funds tracked by Wall St. Rank hold PRFZ as of Q1 2018.

  • IFC Holdings reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 11,155 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2018, an estimated $292K.
  • IFC Holdings first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2017 and held it in 3 quarters.
  • IFC Holdings's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $292K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.