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Raab & Moskowitz Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Raab & Moskowitz Asset Management’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
2019
Q1 		– Sell
-23,075
Closed -$468K – 172
2018
Q4 		$468K Buy
+23,075
New +$512K 0.23% 100

Other funds holding PRF

CSIA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Raab & Moskowitz Asset Management's PRF Position: Q1 2019 in Review

Raab & Moskowitz Asset Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2019, closing a stake of 23,075 shares — an estimated $468K sold.

Raab & Moskowitz Asset Management first reported a position in PRF in Q4 2018 and held it in 1 quarter. The position peaked at $468K in Q4 2018. 300 funds tracked by Wall St. Rank hold PRF as of Q1 2019.

  • Raab & Moskowitz Asset Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2019 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 23,075 Invesco FTSE RAFI US 1000 ETF shares in Q1 2019, an estimated $468K.
  • Raab & Moskowitz Asset Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's Invesco FTSE RAFI US 1000 ETF position peaked at $468K in Q4 2018.
  • 300 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2019.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2019, filed 13 May 2019.