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Voya Financial Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Voya Financial Advisors’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-9,590
Closed -$240K – 558
2017
Q3 		$240K Buy
9,590
+130
+1% +$3.09K 0.02% 458
2017
Q2 		$224K Sell
9,460
-130
-1% -$3.04K 0.02% 452
2017
Q1 		$221K Sell
9,590
-110
-1% -$2.56K 0.02% 442
2016
Q4 		$225K Sell
9,700
-2,340
-19% -$51.1K 0.02% 416
2016
Q3 		$251K Buy
12,040
+365
+3% +$7.53K 0.03% 367
2016
Q2 		$223K Buy
11,675
+610
+6% +$11.8K 0.03% 370
2016
Q1 		$208K Sell
11,065
-13,145
-54% -$231K 0.03% 356
2015
Q4 		$458K Buy
24,210
+10,855
+81% +$209K 0.07% 210
2015
Q3 		$241K Buy
13,355
+2,870
+27% +$56.4K 0.04% 264
2015
Q2 		$217K Sell
10,485
-11,250
-52% -$236K 0.04% 289
2015
Q1 		$453K Buy
+21,735
New +$440K 0.09% 188

Other funds holding PRFZ

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Voya Financial Advisors's PRFZ Position: Q4 2017 in Review

Voya Financial Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2017, closing a stake of 9,590 shares — an estimated $240K sold.

Voya Financial Advisors first reported a position in PRFZ in Q1 2015 and held it in 11 quarters. The position peaked at $458K in Q4 2015. 137 funds tracked by Wall St. Rank hold PRFZ as of Q4 2017.

  • Voya Financial Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2017 after selling out during the quarter.
  • Voya Financial Advisors sold 9,590 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2017, an estimated $240K.
  • Voya Financial Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2015 and held it in 11 quarters.
  • Voya Financial Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $458K in Q4 2015.
  • 137 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2017.

Based on Voya Financial Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.