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Portfolio Solutions’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Portfolio Solutions’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
2017
Q4 		– Sell
-8,450
Closed -$181K – 202
2017
Q3 		$181K Buy
+8,450
New +$177K 0.02% 37

Other funds holding PRF

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Portfolio Solutions's PRF Position: Q4 2017 in Review

Portfolio Solutions sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2017, closing a stake of 8,450 shares — an estimated $181K sold.

Portfolio Solutions first reported a position in PRF in Q3 2017 and held it in 1 quarter. The position peaked at $181K in Q3 2017. 256 funds tracked by Wall St. Rank hold PRF as of Q4 2017.

  • Portfolio Solutions reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2017 after selling out during the quarter.
  • Portfolio Solutions sold 8,450 Invesco FTSE RAFI US 1000 ETF shares in Q4 2017, an estimated $181K.
  • Portfolio Solutions first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2017 and held it in 1 quarter.
  • Portfolio Solutions's Invesco FTSE RAFI US 1000 ETF position peaked at $181K in Q3 2017.
  • 256 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2017.

Based on Portfolio Solutions's 13F filing for Q4 2017, filed 16 Jan 2018.