Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
199,433
-
Share change
-
-1,469
-
Total reported value
-
$20,057,000
-
Price per share
-
$101.52
-
Number of holders
-
8
-
Value change
-
-$214,289
-
Number of buys
-
1
-
Number of sells
-
5
Institutional Holders of FTSE RAFI 1000 US Lg Cap - COM (PRF) as of Q4 2018
As of 31 Dec 2018,
FTSE RAFI 1000 US Lg Cap - COM (PRF) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
199,433 shares.
The largest 8 holders included
Baker Ellis Asset Management LLC, NOVARE CAPITAL MANAGEMENT LLC, Welch Group, LLC, Colorado Capital Management, Inc., Truepoint, Inc., FRONTIER INVESTMENT MGMT CO, Alpha Omega Wealth Management LLC, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC.
This page lists
8
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.