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Ropes Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Ropes Wealth Advisors’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
2017
Q2 		– Sell
-365
Closed -$8K – 569
2017
Q1 		$8K Buy
+365
New +$8.49K ﹤0.01% 459

Other funds holding PRFZ

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
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ropes Wealth Advisors's PRFZ Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2017, closing a stake of 365 shares — an estimated $8K sold.

Ropes Wealth Advisors first reported a position in PRFZ in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 128 funds tracked by Wall St. Rank hold PRFZ as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 365 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2017, an estimated $8K.
  • Ropes Wealth Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $8K in Q1 2017.
  • 128 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.