SFG
PRFZ icon

SevenBridge Financial Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

SevenBridge Financial 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
2018
Q1 		– Sell
-225
Closed -$6K – 633
2017
Q4 		$6K Buy
+225
New +$5.75K ﹤0.01% 494

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SevenBridge Financial Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2018, closing a stake of 225 shares — an estimated $6K sold.

SevenBridge Financial Group first reported a position in PRFZ in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 138 funds tracked by Wall St. Rank hold PRFZ as of Q1 2018.

  • SevenBridge Financial Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 225 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2018, an estimated $6K.
  • SevenBridge Financial Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $6K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2018.

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