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AlphaStar Capital Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

AlphaStar Capital Management’s Portfolio RFG Stock Details RFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,430
Closed -$214K – 212
2017
Q3 		$214K Buy
+7,430
New +$209K 0.21% 89

Other funds holding RFG

PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AlphaStar Capital Management's RFG Position: Q4 2017 in Review

AlphaStar Capital Management sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q4 2017, closing a stake of 7,430 shares — an estimated $214K sold.

AlphaStar Capital Management first reported a position in RFG in Q3 2017 and held it in 1 quarter. The position peaked at $214K in Q3 2017. 97 funds tracked by Wall St. Rank hold RFG as of Q4 2017.

  • AlphaStar Capital Management reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q4 2017 after selling out during the quarter.
  • AlphaStar Capital Management sold 7,430 Invesco S&P MidCap 400 Pure Growth ETF shares in Q4 2017, an estimated $214K.
  • AlphaStar Capital Management first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q3 2017 and held it in 1 quarter.
  • AlphaStar Capital Management's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $214K in Q3 2017.
  • 97 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q4 2017.

Based on AlphaStar Capital Management's 13F filing for Q4 2017, filed 12 Feb 2018.