SWP
PDN icon

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

Strategic Wealth Partners’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
Q4 		– Sell
-36
Closed -$1 – 393
2019
Q3 		$1 Hold
36
– – ﹤0.01% 711
2019
Q2 		$1K Buy
+36
New +$1.07K ﹤0.01% 716

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Strategic Wealth Partners's PDN Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2019, closing a stake of 36 shares — an estimated $1 sold.

Strategic Wealth Partners first reported a position in PDN in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 66 funds tracked by Wall St. Rank hold PDN as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 36 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2019, an estimated $1.
  • Strategic Wealth Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2019 and held it in 2 quarters.
  • Strategic Wealth Partners's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1K in Q2 2019.
  • 66 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.