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MYCIO Wealth Partners’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

MYCIO Wealth Partners’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,152
Closed -$133K – 281
2019
Q4 		$133K Buy
+4,152
New +$128K 0.01% 343

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DSA
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Bank of America
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Ameriprise
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BOTW
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CST
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Invesco
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SL
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MYCIO Wealth Partners's PDN Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2020, closing a stake of 4,152 shares — an estimated $133K sold.

MYCIO Wealth Partners first reported a position in PDN in Q4 2019 and held it in 1 quarter. The position peaked at $133K in Q4 2019. 59 funds tracked by Wall St. Rank hold PDN as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 4,152 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2020, an estimated $133K.
  • MYCIO Wealth Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2019 and held it in 1 quarter.
  • MYCIO Wealth Partners's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $133K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.