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

Wealthstreet Investment 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
2018
Q4 		– Sell
-17,655
Closed -$502K – 340
2018
Q3 		$502K Sell
17,655
-185
-1% -$5.28K 0.06% 239
2018
Q2 		$497K Buy
17,840
+115
+0.6% +$3.12K 0.07% 239
2018
Q1 		$457K Buy
17,725
+105
+0.6% +$2.75K 0.06% 244
2017
Q4 		$458K Buy
+17,620
New +$450K 0.06% 239

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthstreet Investment Advisors's PRFZ Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2018, closing a stake of 17,655 shares — an estimated $502K sold.

Wealthstreet Investment Advisors first reported a position in PRFZ in Q4 2017 and held it in 4 quarters. The position peaked at $502K in Q3 2018. 166 funds tracked by Wall St. Rank hold PRFZ as of Q4 2018.

  • Wealthstreet Investment Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 17,655 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2018, an estimated $502K.
  • Wealthstreet Investment Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2017 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $502K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.