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Twele Capital Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Twele Capital 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
2013
Q4 		– Sell
-70,000
Closed -$1.06M – 64
2013
Q3 		$1.06M Hold
70,000
– – 0.35% 46
2013
Q2 		$1.01M Buy
+70,000
New +$1.01M 0.35% 44

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMA
Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Twele Capital Management's PRF Position: Q4 2013 in Review

Twele Capital Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2013, closing a stake of 70,000 shares — an estimated $1.06M sold.

Twele Capital Management first reported a position in PRF in Q2 2013 and held it in 2 quarters. The position peaked at $1.06M in Q3 2013. 129 funds tracked by Wall St. Rank hold PRF as of Q4 2013.

  • Twele Capital Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2013 after selling out during the quarter.
  • Twele Capital Management sold 70,000 Invesco FTSE RAFI US 1000 ETF shares in Q4 2013, an estimated $1.06M.
  • Twele Capital Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2013 and held it in 2 quarters.
  • Twele Capital Management's Invesco FTSE RAFI US 1000 ETF position peaked at $1.06M in Q3 2013.
  • 129 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2013.

Based on Twele Capital Management's 13F filing for Q4 2013, filed 9 Jan 2014.