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

Rehmann Capital Advisory Group’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
2019
Q3 		– Sell
-1,670
Closed -$42.6K – 2002
2019
Q2 		$42.6K Hold
1,670
– – 0.01% 896
2019
Q1 		$42.6K Buy
+1,670
New +$42.2K 0.01% 873

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Rehmann Capital Advisory Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2019, closing a stake of 1,670 shares — an estimated $42.6K sold.

Rehmann Capital Advisory Group first reported a position in PRFZ in Q1 2019 and held it in 2 quarters. The position peaked at $42.6K in Q2 2019. 160 funds tracked by Wall St. Rank hold PRFZ as of Q3 2019.

  • Rehmann Capital Advisory Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 1,670 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2019, an estimated $42.6K.
  • Rehmann Capital Advisory Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2019 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $42.6K in Q2 2019.
  • 160 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2019.

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