Arjuna Capital’s Invesco S&P MidCap 400 Revenue ETF RWK Stock Holding History

Arjuna Capital’s Portfolio RWK Stock Details RWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,112	Closed	-$70K	–	97
2018 Q3	$70K	Hold	1,112	–	–	0.05%	91
2018 Q2	$68K	Buy	+1,112	New	+$67.3K	0.06%	88

Other funds holding RWK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Arjuna Capital's RWK Position: Q4 2018 in Review

Arjuna Capital sold out of Invesco S&P MidCap 400 Revenue ETF (RWK) in Q4 2018, closing a stake of 1,112 shares — an estimated $70K sold.

Arjuna Capital first reported a position in RWK in Q2 2018 and held it in 2 quarters. The position peaked at $70K in Q3 2018. 59 funds tracked by Wall St. Rank hold RWK as of Q4 2018.

Arjuna Capital reported no remaining Invesco S&P MidCap 400 Revenue ETF position as of Q4 2018 after selling out during the quarter.
Arjuna Capital sold 1,112 Invesco S&P MidCap 400 Revenue ETF shares in Q4 2018, an estimated $70K.
Arjuna Capital first reported a position in Invesco S&P MidCap 400 Revenue ETF in Q2 2018 and held it in 2 quarters.
Arjuna Capital's Invesco S&P MidCap 400 Revenue ETF position peaked at $70K in Q3 2018.
59 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Revenue ETF as of Q4 2018.

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