Benson Investment Management Company’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Benson Investment Management Company’s Portfolio RPV Stock Details RPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,065	Closed	-$133K	–	81
2018 Q1	$133K	Buy	+2,065	New	+$139K	0.11%	49
2017 Q4	–	Sell	-2,065	Closed	-$127K	–	84
2017 Q3	$127K	Hold	2,065	–	–	0.1%	57
2017 Q2	$123K	Hold	2,065	–	–	0.11%	56
2017 Q1	$122K	Hold	2,065	–	–	0.12%	53
2016 Q4	$119K	Buy	+2,065	New	+$114K	0.12%	55

Other funds holding RPV

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Benson Investment Management Company's RPV Position: Q2 2018 in Review

Benson Investment Management Company sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2018, closing a stake of 2,065 shares — an estimated $133K sold.

Benson Investment Management Company first reported a position in RPV in Q4 2016 and held it in 5 quarters. The position peaked at $133K in Q1 2018. 110 funds tracked by Wall St. Rank hold RPV as of Q2 2018.

Benson Investment Management Company reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2018 after selling out during the quarter.
Benson Investment Management Company sold 2,065 Invesco S&P 500 Pure Value ETF shares in Q2 2018, an estimated $133K.
Benson Investment Management Company first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2016 and held it in 5 quarters.
Benson Investment Management Company's Invesco S&P 500 Pure Value ETF position peaked at $133K in Q1 2018.
110 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2018.

Based on Benson Investment Management Company's 13F filing for Q2 2018, filed 16 Jul 2018.