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Intersect Capital’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Intersect Capital’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
2015
Q2 		– Sell
-2,110
Closed -$39K – 297
2015
Q1 		$39K Buy
+2,110
New +$38.5K 0.03% 208

Other funds holding PRF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Intersect Capital's PRF Position: Q2 2015 in Review

Intersect Capital sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2015, closing a stake of 2,110 shares — an estimated $39K sold.

Intersect Capital first reported a position in PRF in Q1 2015 and held it in 1 quarter. The position peaked at $39K in Q1 2015. 185 funds tracked by Wall St. Rank hold PRF as of Q2 2015.

  • Intersect Capital reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 2,110 Invesco FTSE RAFI US 1000 ETF shares in Q2 2015, an estimated $39K.
  • Intersect Capital first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2015 and held it in 1 quarter.
  • Intersect Capital's Invesco FTSE RAFI US 1000 ETF position peaked at $39K in Q1 2015.
  • 185 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.