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SevenBridge Financial Group’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

SevenBridge Financial Group’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-113
Closed -$4K – 630
2017
Q4 		$4K Buy
+113
New +$3.79K ﹤0.01% 537

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AFA
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CIC
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Bank of America
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FWM
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SevenBridge Financial Group's PDN Position: Q1 2018 in Review

SevenBridge Financial Group sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2018, closing a stake of 113 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in PDN in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 50 funds tracked by Wall St. Rank hold PDN as of Q1 2018.

  • SevenBridge Financial Group reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 113 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2018, an estimated $4K.
  • SevenBridge Financial Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $4K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.