MSFP
PRF icon

Mark Sheptoff Financial Planning’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q1 		– Sell
-750
Closed -$13K – 393
2015
Q4 		$13K Buy
+750
New +$13.2K 0.01% 252

Other funds holding PRF

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's PRF Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2016, closing a stake of 750 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in PRF in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 186 funds tracked by Wall St. Rank hold PRF as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 750 Invesco FTSE RAFI US 1000 ETF shares in Q1 2016, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Invesco FTSE RAFI US 1000 ETF position peaked at $13K in Q4 2015.
  • 186 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.