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Investors Capital Advisory Services’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Investors Capital Advisory Services’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
Q4 		– Sell
-17,120
Closed -$283K – 737
2015
Q3 		$283K Buy
+17,120
New +$301K 0.06% 461

Other funds holding PRF

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Investors Capital Advisory Services's PRF Position: Q4 2015 in Review

Investors Capital Advisory Services sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2015, closing a stake of 17,120 shares — an estimated $283K sold.

Investors Capital Advisory Services first reported a position in PRF in Q3 2015 and held it in 1 quarter. The position peaked at $283K in Q3 2015. 199 funds tracked by Wall St. Rank hold PRF as of Q4 2015.

  • Investors Capital Advisory Services reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 17,120 Invesco FTSE RAFI US 1000 ETF shares in Q4 2015, an estimated $283K.
  • Investors Capital Advisory Services first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2015 and held it in 1 quarter.
  • Investors Capital Advisory Services's Invesco FTSE RAFI US 1000 ETF position peaked at $283K in Q3 2015.
  • 199 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2015.

Based on Investors Capital Advisory Services's 13F filing for Q4 2015, filed 8 Feb 2016.