Nottingham Advisors, Inc. Pimco Equity Ser Rafi Esg U S Transaction History

Nottingham Advisors, Inc.

$630 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$29.67 - $33.86 $221,041 - $252,257	-7,450 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$29.96 - $31.68 $223,202 - $236,016	7,450 New	7,450 $227,000

Others Institutions Holding RAFE

# of Institutions

25

Shares Held

1.26M

Call Options Held

0

Put Options Held

0

Sellwood Investment Partners LLC Portland, OR

464K
Shares

$16.3 Million
9.07% of portfolio
Northwest Bancshares, Inc. Warren, PA

164K
Shares

$5.79 Million
1.1% of portfolio
Arlington Financial Advisors, LLC

132K
Shares

$4.63 Million
1.0% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

111K
Shares

$3.9 Million
3.19% of portfolio
Gen Wealth Group, Inc.

80.8K
Shares

$2.84 Million
0.65% of portfolio

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
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