NIC
PRF icon

Northwest Investment Counselors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-205
Closed -$5K – 355
2020
Q3 		$5K Buy
+205
New +$4.69K ﹤0.01% 399

Other funds holding PRF

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 $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Northwest Investment Counselors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2020, closing a stake of 205 shares — an estimated $5K sold.

Northwest Investment Counselors first reported a position in PRF in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 318 funds tracked by Wall St. Rank hold PRF as of Q4 2020.

  • Northwest Investment Counselors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2020 after selling out during the quarter.
  • Northwest Investment Counselors sold 205 Invesco FTSE RAFI US 1000 ETF shares in Q4 2020, an estimated $5K.
  • Northwest Investment Counselors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2020 and held it in 1 quarter.
  • Northwest Investment Counselors's Invesco FTSE RAFI US 1000 ETF position peaked at $5K in Q3 2020.
  • 318 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2020.

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