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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-430
Closed -$11K – 702
2019
Q3 		$11K Buy
+430
New +$10.8K ﹤0.01% 561

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 $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PRFZ Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2019, closing a stake of 430 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PRFZ in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 168 funds tracked by Wall St. Rank hold PRFZ as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 430 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2019, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $11K 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 Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.