Massachusetts Mutual Life Insurance’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Massachusetts Mutual Life Insurance’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
2015 Q1	$4.76M	Buy	228,635 +31,625	+16%	+$640K	5.37%	7
2014 Q4	$3.97M	Buy	197,010 +36,740	+23%	+$715K	11.97%	3
2014 Q3	$3.01M	Buy	160,270 +23,635	+17%	+$465K	9.15%	4
2014 Q2	$2.76M	Buy	136,635 +9,595	+8%	+$187K	8.99%	5
2014 Q1	$2.52M	Buy	127,040 +51,430	+68%	+$996K	9.28%	5
2013 Q4	$1.48M	Buy	+75,610	New	+$1.41M	6.12%	7

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Massachusetts Mutual Life Insurance's PRFZ Position: Q1 2015 in Review

Massachusetts Mutual Life Insurance increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 16% in Q1 2015, buying an estimated $640K and bringing the position to 228,635 shares worth $4.76M. The position accounts for 5.37% of the portfolio, ranked #7.

Massachusetts Mutual Life Insurance first reported a position in PRFZ in Q4 2013 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold PRFZ as of Q1 2015.

Massachusetts Mutual Life Insurance held 228,635 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $4.76M as of Q1 2015.
Massachusetts Mutual Life Insurance bought 31,625 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2015, an estimated $640K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 5.37% of Massachusetts Mutual Life Insurance's portfolio in Q1 2015, its #7 holding.
Massachusetts Mutual Life Insurance first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2013 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2015.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q1 2015, filed 16 Apr 2015.