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RegentAtlantic Capital’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

RegentAtlantic Capital’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,950
Closed -$39.3K – 788
2014
Q4 		$39.3K Buy
+1,950
New +$37.9K ﹤0.01% 636

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RegentAtlantic Capital's PRFZ Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2015, closing a stake of 1,950 shares — an estimated $39.3K sold.

RegentAtlantic Capital first reported a position in PRFZ in Q4 2014 and held it in 1 quarter. The position peaked at $39.3K in Q4 2014. 97 funds tracked by Wall St. Rank hold PRFZ as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 1,950 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2015, an estimated $39.3K.
  • RegentAtlantic Capital first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $39.3K in Q4 2014.
  • 97 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.