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SevenBridge Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

SevenBridge Financial 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
2018
Q1 		– Sell
-365
Closed -$8K – 632
2017
Q4 		$8K Buy
+365
New +$8.04K ﹤0.01% 463

Other funds holding PRF

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

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

SevenBridge Financial Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2018, closing a stake of 365 shares — an estimated $8K sold.

SevenBridge Financial Group first reported a position in PRF in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 262 funds tracked by Wall St. Rank hold PRF as of Q1 2018.

  • SevenBridge Financial Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 365 Invesco FTSE RAFI US 1000 ETF shares in Q1 2018, an estimated $8K.
  • SevenBridge Financial Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's Invesco FTSE RAFI US 1000 ETF position peaked at $8K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2018.

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