Agran Libbie’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Agran Libbie’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,920	Closed	-$399K	–	130
2015 Q1	$399K	Sell	4,920 -420	-8%	-$33.8K	0.1%	105
2014 Q4	$427K	Hold	5,340	–	–	0.1%	104
2014 Q3	$405K	Buy	+5,340	New	+$410K	0.1%	105
2014 Q1	–	Sell	-5,825	Closed	-$415K	–	115
2013 Q4	$415K	Buy	+5,825	New	+$398K	0.11%	95
2013 Q3	–	Sell	-5,710	Closed	-$350K	–	113
2013 Q2	$350K	Buy	+5,710	New	+$350K	0.1%	97

Other funds holding RSP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

Agran Libbie's RSP Position: Q2 2015 in Review

Agran Libbie sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2015, closing a stake of 4,920 shares — an estimated $399K sold.

Agran Libbie first reported a position in RSP in Q2 2013 and held it in 5 quarters. The position peaked at $427K in Q4 2014. 335 funds tracked by Wall St. Rank hold RSP as of Q2 2015.

Agran Libbie reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2015 after selling out during the quarter.
Agran Libbie sold 4,920 Invesco S&P 500 Equal Weight ETF shares in Q2 2015, an estimated $399K.
Agran Libbie first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and held it in 5 quarters.
Agran Libbie's Invesco S&P 500 Equal Weight ETF position peaked at $427K in Q4 2014.
335 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2015.

Based on Agran Libbie's 13F filing for Q2 2015, filed 28 Jul 2015.