SHJ
PRF icon

Sharkey, Howes & Javer’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Sharkey, Howes & Javer’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
-670
Closed -$16K – 236
2017
Q4 		$16K Sell
670
-170
-20% -$3.75K 0.01% 135
2017
Q3 		$1K Hold
840
– – ﹤0.01% 195
2017
Q2 		$17K Buy
+840
New +$17.3K 0.01% 135

Other funds holding PRF

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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 $17.2B AUM 24.89% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Sharkey, Howes & Javer's PRF Position: Q1 2018 in Review

Sharkey, Howes & Javer sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2018, closing a stake of 670 shares — an estimated $16K sold.

Sharkey, Howes & Javer first reported a position in PRF in Q2 2017 and held it in 3 quarters. The position peaked at $17K in Q2 2017. 261 funds tracked by Wall St. Rank hold PRF as of Q1 2018.

  • Sharkey, Howes & Javer reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2018 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 670 Invesco FTSE RAFI US 1000 ETF shares in Q1 2018, an estimated $16K.
  • Sharkey, Howes & Javer first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2017 and held it in 3 quarters.
  • Sharkey, Howes & Javer's Invesco FTSE RAFI US 1000 ETF position peaked at $17K in Q2 2017.
  • 261 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2018.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2018, filed 26 Apr 2018.