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Regal Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Regal Investment 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
2015
Q2 		– Sell
-4,520
Closed -$83K – 996
2015
Q1 		$83K Sell
4,520
-6,795
-60% -$124K 0.02% 365
2014
Q4 		$207K Buy
11,315
+3,175
+39% +$56.7K 0.06% 225
2014
Q3 		$143K Buy
8,140
+1,100
+16% +$19.6K 0.04% 264
2014
Q2 		$125K Hold
7,040
– – 0.04% 251
2014
Q1 		$119K Buy
7,040
+5
+0.1% +$82 0.05% 243
2013
Q4 		$117K Buy
7,035
+6,130
+677% +$97.6K 0.07% 192
2013
Q3 		$14K Buy
+905
New +$13.7K 0.01% 541

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMG
Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Regal Investment Advisors's PRF Position: Q2 2015 in Review

Regal Investment Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2015, closing a stake of 4,520 shares — an estimated $83K sold.

Regal Investment Advisors first reported a position in PRF in Q3 2013 and held it in 7 quarters. The position peaked at $207K in Q4 2014. 185 funds tracked by Wall St. Rank hold PRF as of Q2 2015.

  • Regal Investment Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 4,520 Invesco FTSE RAFI US 1000 ETF shares in Q2 2015, an estimated $83K.
  • Regal Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2013 and held it in 7 quarters.
  • Regal Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $207K in Q4 2014.
  • 185 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.