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Avenir Corporation’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Avenir Corporation’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
2013
Q4 		– Sell
-3,510
Closed -$229K – 65
2013
Q3 		$229K Buy
+3,510
New +$226K 0.02% 63

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $320M AUM 26.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Avenir Corporation's RSP Position: Q4 2013 in Review

Avenir Corporation sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2013, closing a stake of 3,510 shares — an estimated $229K sold.

Avenir Corporation first reported a position in RSP in Q3 2013 and held it in 1 quarter. The position peaked at $229K in Q3 2013. 231 funds tracked by Wall St. Rank hold RSP as of Q4 2013.

  • Avenir Corporation reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2013 after selling out during the quarter.
  • Avenir Corporation sold 3,510 Invesco S&P 500 Equal Weight ETF shares in Q4 2013, an estimated $229K.
  • Avenir Corporation first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2013 and held it in 1 quarter.
  • Avenir Corporation's Invesco S&P 500 Equal Weight ETF position peaked at $229K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2013.

Based on Avenir Corporation's 13F filing for Q4 2013, filed 13 Feb 2014.