MFW
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Mosaic Family Wealth’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Mosaic Family Wealth’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
Q1 		– Sell
-510
Closed -$12K – 712
2018
Q4 		$12K Buy
+510
New +$13K 0.01% 472

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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mosaic Family Wealth's PRFZ Position: Q1 2019 in Review

Mosaic Family Wealth sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2019, closing a stake of 510 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in PRFZ in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 163 funds tracked by Wall St. Rank hold PRFZ as of Q1 2019.

  • Mosaic Family Wealth reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 510 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2019, an estimated $12K.
  • Mosaic Family Wealth first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2018 and held it in 1 quarter.
  • Mosaic Family Wealth's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $12K in Q4 2018.
  • 163 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.