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MYCIO Wealth Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-15,880
Closed -$402K – 295
2019
Q4 		$402K Buy
+15,880
New +$387K 0.03% 220

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PNC Financial Services Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

MYCIO Wealth Partners's PRF Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2020, closing a stake of 15,880 shares — an estimated $402K sold.

MYCIO Wealth Partners first reported a position in PRF in Q4 2019 and held it in 1 quarter. The position peaked at $402K in Q4 2019. 297 funds tracked by Wall St. Rank hold PRF as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 15,880 Invesco FTSE RAFI US 1000 ETF shares in Q1 2020, an estimated $402K.
  • MYCIO Wealth Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2019 and held it in 1 quarter.
  • MYCIO Wealth Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $402K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2020.

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