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Stanford Investment Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Stanford Investment 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
2017
Q1 		– Sell
-19,615
Closed -$391K – 207
2016
Q4 		$391K Sell
19,615
-1,185
-6% -$22.8K 0.19% 36
2016
Q3 		$389K Hold
20,800
– – 0.18% 39
2016
Q2 		$377K Hold
20,800
– – 0.19% 37
2016
Q1 		$367K Hold
20,800
– – 0.21% 36
2015
Q4 		$361K Hold
20,800
– – 0.2% 40
2015
Q3 		$345K Hold
20,800
– – 0.25% 33
2015
Q2 		$377K Hold
20,800
– – 0.28% 32
2015
Q1 		$380K Hold
20,800
– – 0.3% 31
2014
Q4 		$380K Buy
+20,800
New +$372K 0.32% 31

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
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
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
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stanford Investment Group's PRF Position: Q1 2017 in Review

Stanford Investment Group sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2017, closing a stake of 19,615 shares — an estimated $391K sold.

Stanford Investment Group first reported a position in PRF in Q4 2014 and held it in 9 quarters. The position peaked at $391K in Q4 2016. 207 funds tracked by Wall St. Rank hold PRF as of Q1 2017.

  • Stanford Investment Group reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 19,615 Invesco FTSE RAFI US 1000 ETF shares in Q1 2017, an estimated $391K.
  • Stanford Investment Group first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Invesco FTSE RAFI US 1000 ETF position peaked at $391K in Q4 2016.
  • 207 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.