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Transamerica Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Transamerica Financial Advisors’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
2016
Q2 		– Sell
-550
Closed -$10K – 634
2016
Q1 		$10K Buy
+550
New +$9.17K ﹤0.01% 556

Other funds holding PRF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transamerica Financial Advisors's PRF Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2016, closing a stake of 550 shares — an estimated $10K sold.

Transamerica Financial Advisors first reported a position in PRF in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 187 funds tracked by Wall St. Rank hold PRF as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 550 Invesco FTSE RAFI US 1000 ETF shares in Q2 2016, an estimated $10K.
  • Transamerica Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $10K in Q1 2016.
  • 187 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.