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Twin Focus Capital Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Twin Focus Capital Partners’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
2020
Q1 		– Sell
-8,760
Closed -$222K – 206
2019
Q4 		$222K Hold
8,760
– – 0.07% 175
2019
Q3 		$206K Hold
8,760
– – 0.08% 149
2019
Q2 		$204K Buy
+8,760
New +$201K 0.09% 133

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PNC Financial Services Group
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
USAA
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CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Twin Focus Capital Partners's PRF Position: Q1 2020 in Review

Twin Focus Capital Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2020, closing a stake of 8,760 shares — an estimated $222K sold.

Twin Focus Capital Partners first reported a position in PRF in Q2 2019 and held it in 3 quarters. The position peaked at $222K in Q4 2019. 297 funds tracked by Wall St. Rank hold PRF as of Q1 2020.

  • Twin Focus Capital Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2020 after selling out during the quarter.
  • Twin Focus Capital Partners sold 8,760 Invesco FTSE RAFI US 1000 ETF shares in Q1 2020, an estimated $222K.
  • Twin Focus Capital Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2019 and held it in 3 quarters.
  • Twin Focus Capital Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $222K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2020.

Based on Twin Focus Capital Partners's 13F filing for Q1 2020, filed 15 May 2020.