NIC
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Northwest Investment Counselors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-39
Closed -$1K – 345
2020
Q3 		$1K Buy
+39
New +$1.14K ﹤0.01% 467

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Citadel Advisors
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SL
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Investment Counselors's PDN Position: Q4 2020 in Review

Northwest Investment Counselors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2020, closing a stake of 39 shares — an estimated $1K sold.

Northwest Investment Counselors first reported a position in PDN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 60 funds tracked by Wall St. Rank hold PDN as of Q4 2020.

  • Northwest Investment Counselors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2020 after selling out during the quarter.
  • Northwest Investment Counselors sold 39 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2020, an estimated $1K.
  • Northwest Investment Counselors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2020 and held it in 1 quarter.
  • Northwest Investment Counselors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2020.

Based on Northwest Investment Counselors's 13F filing for Q4 2020, filed 26 Jan 2021.