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

Ipswich Investment Management’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
2019
Q1 		– Sell
-250
Closed -$6K – 326
2018
Q4 		$6K Buy
+250
New +$6.35K ﹤0.01% 396

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Ipswich Investment Management's PRFZ Position: Q1 2019 in Review

Ipswich Investment Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2019, closing a stake of 250 shares — an estimated $6K sold.

Ipswich Investment Management first reported a position in PRFZ in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 163 funds tracked by Wall St. Rank hold PRFZ as of Q1 2019.

  • Ipswich Investment Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 250 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2019, an estimated $6K.
  • Ipswich Investment Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.