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Kelman-Lazarov Inc’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-280
Closed -$5.57K – 211
2016
Q4 		$5.57K Hold
280
– – ﹤0.01% 268
2016
Q3 		$5.19K Hold
280
– – ﹤0.01% 319
2016
Q2 		$5.08K Buy
+280
New +$5.02K ﹤0.01% 310

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USAA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelman-Lazarov Inc's PRF Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2017, closing a stake of 280 shares — an estimated $5.57K sold.

Kelman-Lazarov Inc first reported a position in PRF in Q2 2016 and held it in 3 quarters. The position peaked at $5.57K in Q4 2016. 207 funds tracked by Wall St. Rank hold PRF as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 280 Invesco FTSE RAFI US 1000 ETF shares in Q1 2017, an estimated $5.57K.
  • Kelman-Lazarov Inc first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Invesco FTSE RAFI US 1000 ETF position peaked at $5.57K in Q4 2016.
  • 207 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.