LC
PRF icon

Landaas & Company’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Landaas & Company’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
2018
Q3 		– Sell
-1,550
Closed -$35K – 249
2018
Q2 		$35K Buy
+1,550
New +$34.9K 0.03% 183
2018
Q1 		– Sell
-2,215
Closed -$50K – 245
2017
Q4 		$50K Sell
2,215
-445
-17% -$9.81K 0.04% 148
2017
Q3 		$57K Buy
+2,660
New +$55.7K 0.05% 133

Other funds holding PRF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Landaas & Company's PRF Position: Q3 2018 in Review

Landaas & Company sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2018, closing a stake of 1,550 shares — an estimated $35K sold.

Landaas & Company first reported a position in PRF in Q3 2017 and held it in 3 quarters. The position peaked at $57K in Q3 2017. 260 funds tracked by Wall St. Rank hold PRF as of Q3 2018.

  • Landaas & Company reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 1,550 Invesco FTSE RAFI US 1000 ETF shares in Q3 2018, an estimated $35K.
  • Landaas & Company first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Invesco FTSE RAFI US 1000 ETF position peaked at $57K in Q3 2017.
  • 260 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.