BFEC
RWL icon

Benjamin F. Edwards & Company’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Benjamin F. Edwards & Company’s Portfolio RWL Stock Details RWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-108
Closed -$5K – 1771
2018
Q4 		$5K Buy
+108
New +$5.48K ﹤0.01% 1472

Other funds holding RWL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Benjamin F. Edwards & Company's RWL Position: Q1 2019 in Review

Benjamin F. Edwards & Company sold out of Invesco S&P 500 Revenue ETF (RWL) in Q1 2019, closing a stake of 108 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in RWL in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 78 funds tracked by Wall St. Rank hold RWL as of Q1 2019.

  • Benjamin F. Edwards & Company reported no remaining Invesco S&P 500 Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 108 Invesco S&P 500 Revenue ETF shares in Q1 2019, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in Invesco S&P 500 Revenue ETF in Q4 2018 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Invesco S&P 500 Revenue ETF position peaked at $5K in Q4 2018.
  • 78 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q1 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2019, filed 15 May 2019.