SVA Plumb Wealth Management LLC Trims Stake in POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO (PRFZ)

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SVA Plumb Wealth Management LLC cut its stake in shares of POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO (BMV:PRFZ) by 7.5% during the first quarter, HoldingsChannel.com reports. The fund owned 3,307 shares of the company’s stock after selling 268 shares during the quarter. SVA Plumb Wealth Management LLC’s holdings in POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO were worth $422,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the company. PFS Investments Inc. boosted its stake in shares of POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO by 30.0% during the first quarter. PFS Investments Inc. now owns 122,130 shares of the company’s stock valued at $15,583,000 after purchasing an additional 28,201 shares in the last quarter. Private Ocean LLC boosted its stake in shares of POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO by 372.0% during the fourth quarter. Private Ocean LLC now owns 39,243 shares of the company’s stock valued at $4,461,000 after purchasing an additional 30,928 shares in the last quarter. Hefren Tillotson Inc. boosted its stake in shares of POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO by 1.2% during the first quarter. Hefren Tillotson Inc. now owns 601,080 shares of the company’s stock valued at $76,692,000 after purchasing an additional 7,287 shares in the last quarter. Arbor Investment Advisors LLC boosted its stake in shares of POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO by 5.6% during the first quarter. Arbor Investment Advisors LLC now owns 34,121 shares of the company’s stock valued at $4,354,000 after purchasing an additional 1,819 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC boosted its stake in shares of POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO by 376.4% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 3,611 shares of the company’s stock valued at $410,000 after purchasing an additional 2,853 shares in the last quarter.

BMV PRFZ opened at $128.10 on Thursday. POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO has a 52-week low of $112.11 and a 52-week high of $136.76.

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Want to see what other hedge funds are holding PRFZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO (BMV:PRFZ).

Institutional Ownership by Quarter for POWERSHARES FTSE RAFI US 1500 SMALL-MID PORTFOLIO (BMV:PRFZ)

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