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Arjuna Capital’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Arjuna Capital’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-738
Closed -$19K – 96
2018
Q3 		$19K Hold
738
– – 0.01% 93
2018
Q2 		$18K Buy
+738
New +$17.7K 0.01% 90

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Arjuna Capital's RWJ Position: Q4 2018 in Review

Arjuna Capital sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q4 2018, closing a stake of 738 shares — an estimated $19K sold.

Arjuna Capital first reported a position in RWJ in Q2 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 66 funds tracked by Wall St. Rank hold RWJ as of Q4 2018.

  • Arjuna Capital reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q4 2018 after selling out during the quarter.
  • Arjuna Capital sold 738 Invesco S&P SmallCap 600 Revenue ETF shares in Q4 2018, an estimated $19K.
  • Arjuna Capital first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2018 and held it in 2 quarters.
  • Arjuna Capital's Invesco S&P SmallCap 600 Revenue ETF position peaked at $19K in Q3 2018.
  • 66 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q4 2018.

Based on Arjuna Capital's 13F filing for Q4 2018, filed 31 Jan 2019.