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

SimplyRich’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
2019 Q1	–	Sell	-24,477	Closed	-$676K	–	78
2018 Q4	$676K	Sell	24,477 -153	-0.6%	-$4.52K	0.62%	49
2018 Q3	$805K	Buy	24,630 +294	+1%	+$9.61K	0.44%	69
2018 Q2	$806K	Sell	24,336 -1,007	-4%	-$34.7K	0.46%	70
2018 Q1	$864K	Sell	25,343 -879	-3%	-$30.6K	0.48%	64
2017 Q4	$902K	Buy	+26,222	New	+$880K	0.5%	63

Other funds holding PDN

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SimplyRich's PDN Position: Q1 2019 in Review

SimplyRich sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2019, closing a stake of 24,477 shares — an estimated $676K sold.

SimplyRich first reported a position in PDN in Q4 2017 and held it in 5 quarters. The position peaked at $902K in Q4 2017. 55 funds tracked by Wall St. Rank hold PDN as of Q1 2019.

SimplyRich reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2019 after selling out during the quarter.
SimplyRich sold 24,477 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2019, an estimated $676K.
SimplyRich first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2017 and held it in 5 quarters.
SimplyRich's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $902K in Q4 2017.
55 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2019.

Based on SimplyRich's 13F filing for Q1 2019, filed 1 May 2019.