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Vickerman & Driscoll Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Vickerman & Driscoll 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
2018
Q1 		– Sell
-7,500
Closed -$170K – 119
2017
Q4 		$170K Buy
+7,500
New +$165K 0.13% 70

Other funds holding PRF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's PRF Position: Q1 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2018, closing a stake of 7,500 shares — an estimated $170K sold.

Vickerman & Driscoll Financial Advisors first reported a position in PRF in Q4 2017 and held it in 1 quarter. The position peaked at $170K in Q4 2017. 262 funds tracked by Wall St. Rank hold PRF as of Q1 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 7,500 Invesco FTSE RAFI US 1000 ETF shares in Q1 2018, an estimated $170K.
  • Vickerman & Driscoll Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q4 2017 and held it in 1 quarter.
  • Vickerman & Driscoll Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $170K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2018, filed 13 Nov 2018.