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Litman Gregory Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Litman Gregory Wealth Management’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-302
Closed -$10K – 195
2019
Q4 		$10K Buy
+302
New +$9.3K ﹤0.01% 146

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Litman Gregory Wealth Management's PDN Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2020, closing a stake of 302 shares — an estimated $10K sold.

Litman Gregory Wealth Management first reported a position in PDN in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 59 funds tracked by Wall St. Rank hold PDN as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 302 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2020, an estimated $10K.
  • Litman Gregory Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $10K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.