S
PRF icon

Surevest’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Surevest’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 		– Sell
-10,115
Closed -$205K – 139
2018
Q4 		$205K Buy
+10,115
New +$224K 0.16% 130

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

Surevest's PRF Position: Q1 2019 in Review

Surevest sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2019, closing a stake of 10,115 shares — an estimated $205K sold.

Surevest first reported a position in PRF in Q4 2018 and held it in 1 quarter. The position peaked at $205K in Q4 2018. 300 funds tracked by Wall St. Rank hold PRF as of Q1 2019.

  • Surevest reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2019 after selling out during the quarter.
  • Surevest sold 10,115 Invesco FTSE RAFI US 1000 ETF shares in Q1 2019, an estimated $205K.
  • Surevest first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2018 and held it in 1 quarter.
  • Surevest's Invesco FTSE RAFI US 1000 ETF position peaked at $205K in Q4 2018.
  • 300 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2019.

Based on Surevest's 13F filing for Q1 2019, filed 9 Apr 2019.