PFG
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Pacific Financial Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Pacific Financial Group’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-21,915
Closed -$539K – 64
2013
Q4 		$539K Buy
+21,915
New +$511K 1.04% 25

Other funds holding RFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Pacific Financial Group's RFG Position: Q1 2014 in Review

Pacific Financial Group sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2014, closing a stake of 21,915 shares — an estimated $539K sold.

Pacific Financial Group first reported a position in RFG in Q4 2013 and held it in 1 quarter. The position peaked at $539K in Q4 2013. 72 funds tracked by Wall St. Rank hold RFG as of Q1 2014.

  • Pacific Financial Group reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Pacific Financial Group sold 21,915 Invesco S&P MidCap 400 Pure Growth ETF shares in Q1 2014, an estimated $539K.
  • Pacific Financial Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q4 2013 and held it in 1 quarter.
  • Pacific Financial Group's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $539K in Q4 2013.
  • 72 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2014.

Based on Pacific Financial Group's 13F filing for Q1 2014, filed 24 Apr 2014.