1834 Investment Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

1834 Investment Advisors’s Portfolio EQAL Stock Details EQAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,057	Closed	-$65K	–	405
2018 Q2	$65K	Buy	2,057 +5	+0.2%	+$157	0.01%	255
2018 Q1	$63K	Buy	2,052 +9	+0.4%	+$281	0.01%	254
2017 Q4	$64K	Buy	+2,043	New	+$61.8K	0.01%	273

Other funds holding EQAL

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCFCSB

Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.23B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

1834 Investment Advisors's EQAL Position: Q3 2018 in Review

1834 Investment Advisors sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2018, closing a stake of 2,057 shares — an estimated $65K sold.

1834 Investment Advisors first reported a position in EQAL in Q4 2017 and held it in 3 quarters. The position peaked at $65K in Q2 2018. 34 funds tracked by Wall St. Rank hold EQAL as of Q3 2018.

1834 Investment Advisors reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2018 after selling out during the quarter.
1834 Investment Advisors sold 2,057 Invesco Russell 1000 Equal Weight ETF shares in Q3 2018, an estimated $65K.
1834 Investment Advisors first reported a position in Invesco Russell 1000 Equal Weight ETF in Q4 2017 and held it in 3 quarters.
1834 Investment Advisors's Invesco Russell 1000 Equal Weight ETF position peaked at $65K in Q2 2018.
34 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.