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Kistler-Tiffany Companies’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Kistler-Tiffany Companies’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
Q4 		– Sell
-360
Closed -$9K – 583
2019
Q3 		$9K Hold
360
– – ﹤0.01% 467
2019
Q2 		$9K Hold
360
– – ﹤0.01% 456
2019
Q1 		$9K Hold
360
– – ﹤0.01% 444
2018
Q4 		$8K Buy
+360
New +$9.15K ﹤0.01% 437

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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Kistler-Tiffany Companies's PRFZ Position: Q4 2019 in Review

Kistler-Tiffany Companies sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2019, closing a stake of 360 shares — an estimated $9K sold.

Kistler-Tiffany Companies first reported a position in PRFZ in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 168 funds tracked by Wall St. Rank hold PRFZ as of Q4 2019.

  • Kistler-Tiffany Companies reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2019 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 360 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2019, an estimated $9K.
  • Kistler-Tiffany Companies first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and held it in 4 quarters.
  • Kistler-Tiffany Companies's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $9K in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2019.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2019, filed 14 Jan 2020.