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Avalon Capital Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Avalon Capital Management’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-94,170
Closed -$1.02M – 99
2016
Q4 		$1.02M Buy
+94,170
New +$1M 0.78% 44

Other funds holding RSPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Avalon Capital Management's RSPT Position: Q1 2017 in Review

Avalon Capital Management sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2017, closing a stake of 94,170 shares — an estimated $1.02M sold.

Avalon Capital Management first reported a position in RSPT in Q4 2016 and held it in 1 quarter. The position peaked at $1.02M in Q4 2016. 111 funds tracked by Wall St. Rank hold RSPT as of Q1 2017.

  • Avalon Capital Management reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2017 after selling out during the quarter.
  • Avalon Capital Management sold 94,170 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2017, an estimated $1.02M.
  • Avalon Capital Management first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2016 and held it in 1 quarter.
  • Avalon Capital Management's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1.02M in Q4 2016.
  • 111 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2017.

Based on Avalon Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.