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Premia Global Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Premia Global Advisors’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
2018
Q3 		– Sell
-11,185
Closed -$250K – 124
2018
Q2 		$250K Sell
11,185
-93,300
-89% -$2.1M 0.33% 51
2018
Q1 		$2.29M Buy
104,485
+46,225
+79% +$1.06M 1.97% 13
2017
Q4 		$1.31M Buy
+58,260
New +$1.28M 1.27% 12

Other funds holding PRF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Premia Global Advisors's PRF Position: Q3 2018 in Review

Premia Global Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2018, closing a stake of 11,185 shares — an estimated $250K sold.

Premia Global Advisors first reported a position in PRF in Q4 2017 and held it in 3 quarters. The position peaked at $2.29M in Q1 2018. 260 funds tracked by Wall St. Rank hold PRF as of Q3 2018.

  • Premia Global Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2018 after selling out during the quarter.
  • Premia Global Advisors sold 11,185 Invesco FTSE RAFI US 1000 ETF shares in Q3 2018, an estimated $250K.
  • Premia Global Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2017 and held it in 3 quarters.
  • Premia Global Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $2.29M in Q1 2018.
  • 260 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2018.

Based on Premia Global Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.