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Investment Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Investment Partners’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
2015
Q2 		– Sell
-3,060
Closed -$64K – 127
2015
Q1 		$64K Buy
+3,060
New +$61.9K 0.07% 114

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Investment Partners's PRFZ Position: Q2 2015 in Review

Investment Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2015, closing a stake of 3,060 shares — an estimated $64K sold.

Investment Partners first reported a position in PRFZ in Q1 2015 and held it in 1 quarter. The position peaked at $64K in Q1 2015. 103 funds tracked by Wall St. Rank hold PRFZ as of Q2 2015.

  • Investment Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 3,060 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2015, an estimated $64K.
  • Investment Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $64K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.