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Steinberg Global Asset Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Steinberg Global Asset Management’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
2019
Q1 		$214K Buy
+9,435
New +$208K 0.03% 243

Other funds holding PRF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Steinberg Global Asset Management's PRF Position: Q1 2019 in Review

Steinberg Global Asset Management opened a new position in Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2019: 9,435 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #243 among its holdings.

300 funds tracked by Wall St. Rank hold PRF as of Q1 2019.

  • Steinberg Global Asset Management held 9,435 shares of Invesco FTSE RAFI US 1000 ETF worth $214K as of Q1 2019.
  • Invesco FTSE RAFI US 1000 ETF was a new Steinberg Global Asset Management position in Q1 2019.
  • Invesco FTSE RAFI US 1000 ETF made up 0.03% of Steinberg Global Asset Management's portfolio in Q1 2019, its #243 holding.
  • 300 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.