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WealthPLAN Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-620
Closed -$12 – 1053
2016
Q2 		$12 Buy
+620
New +$11.9K ﹤0.01% 2517

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's PRFZ Position: Q3 2016 in Review

WealthPLAN Partners sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2016, closing a stake of 620 shares — an estimated $12 sold.

WealthPLAN Partners first reported a position in PRFZ in Q2 2016 and held it in 1 quarter. The position peaked at $12 in Q2 2016. 111 funds tracked by Wall St. Rank hold PRFZ as of Q3 2016.

  • WealthPLAN Partners reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 620 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2016, an estimated $12.
  • WealthPLAN Partners first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $12 in Q2 2016.
  • 111 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.