Rehmann Capital Advisory Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Rehmann Capital Advisory Group’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 Q3	–	Sell	-6,515	Closed	-$152K	–	2001
2019 Q2	$152K	Sell	6,515 -325	-5%	-$7.47K	0.02%	493
2019 Q1	$155K	Buy	+6,840	New	+$151K	0.02%	472
2018 Q4	–	Sell	-2,190	Closed	-$52K	–	2043
2018 Q3	$52K	Hold	2,190	–	–	0.01%	779
2018 Q2	$49.3K	Hold	2,190	–	–	0.01%	784
2018 Q1	$48K	Buy	+2,190	New	+$50.1K	0.01%	781

Other funds holding PRF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Rehmann Capital Advisory Group's PRF Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2019, closing a stake of 6,515 shares — an estimated $152K sold.

Rehmann Capital Advisory Group first reported a position in PRF in Q1 2018 and held it in 5 quarters. The position peaked at $155K in Q1 2019. 298 funds tracked by Wall St. Rank hold PRF as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 6,515 Invesco FTSE RAFI US 1000 ETF shares in Q3 2019, an estimated $152K.
Rehmann Capital Advisory Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's Invesco FTSE RAFI US 1000 ETF position peaked at $155K in Q1 2019.
298 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.