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Integrated Wealth Management (Palm Desert)’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-10,225
Closed -$180K – 1355
2016
Q1 		$180K Buy
+10,225
New +$170K 0.08% 201

Other funds holding PRF

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PRF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2016, closing a stake of 2,125 shares — an estimated $40K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PRF in Q1 2015 and held it in 6 quarters. The position peaked at $40K in Q3 2016. 204 funds tracked by Wall St. Rank hold PRF as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,125 Invesco FTSE RAFI US 1000 ETF shares in Q4 2016, an estimated $40K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Invesco FTSE RAFI US 1000 ETF position peaked at $40K in Q3 2016.
  • 204 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.