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Bellwether Investment Group’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-210
Closed -$6K – 498
2017
Q1 		$6K Hold
210
– – 0.02% 594
2016
Q4 		$5K Buy
+210
New +$5.25K ﹤0.01% 787
2016
Q2 		$8K Buy
+345
New +$8.39K 0.01% 437

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
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Bellwether Investment Group's RFG Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q2 2017, closing a stake of 210 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in RFG in Q2 2016 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 85 funds tracked by Wall St. Rank hold RFG as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 210 Invesco S&P MidCap 400 Pure Growth ETF shares in Q2 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $8K in Q2 2016.
  • 85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.