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West Coast Financial’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

West Coast Financial’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,868
Closed -$247K – 133
2016
Q3 		$247K Sell
8,868
-3,257
-27% -$88.2K 0.08% 122
2016
Q2 		$313K Buy
+12,125
New +$321K 0.11% 86

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Coast Financial's PDN Position: Q4 2016 in Review

West Coast Financial sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2016, closing a stake of 8,868 shares — an estimated $247K sold.

West Coast Financial first reported a position in PDN in Q2 2016 and held it in 2 quarters. The position peaked at $313K in Q2 2016. 39 funds tracked by Wall St. Rank hold PDN as of Q4 2016.

  • West Coast Financial reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2016 after selling out during the quarter.
  • West Coast Financial sold 8,868 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2016, an estimated $247K.
  • West Coast Financial first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2016 and held it in 2 quarters.
  • West Coast Financial's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $313K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2016.

Based on West Coast Financial's 13F filing for Q4 2016, filed 20 Jan 2017.