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Lodestar Investment Counsel’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Lodestar Investment Counsel’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
-108,850
Closed -$2.45M – 181
2018
Q2 		$2.45M Buy
+108,850
New +$2.45M 0.28% 61

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

Lodestar Investment Counsel's PRF Position: Q3 2018 in Review

Lodestar Investment Counsel sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2018, closing a stake of 108,850 shares — an estimated $2.45M sold.

Lodestar Investment Counsel first reported a position in PRF in Q2 2018 and held it in 1 quarter. The position peaked at $2.45M in Q2 2018. 260 funds tracked by Wall St. Rank hold PRF as of Q3 2018.

  • Lodestar Investment Counsel reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2018 after selling out during the quarter.
  • Lodestar Investment Counsel sold 108,850 Invesco FTSE RAFI US 1000 ETF shares in Q3 2018, an estimated $2.45M.
  • Lodestar Investment Counsel first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2018 and held it in 1 quarter.
  • Lodestar Investment Counsel's Invesco FTSE RAFI US 1000 ETF position peaked at $2.45M in Q2 2018.
  • 260 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2018.

Based on Lodestar Investment Counsel's 13F filing for Q3 2018, filed 18 Oct 2018.