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Bingham Osborn & Scarborough’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bingham Osborn & Scarborough’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
2020
Q1 		– Sell
-2,862
Closed -$331K – 165
2019
Q4 		$331K Buy
+2,862
New +$318K 0.03% 119

Other funds holding RSP

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bingham Osborn & Scarborough's RSP Position: Q1 2020 in Review

Bingham Osborn & Scarborough sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2020, closing a stake of 2,862 shares — an estimated $331K sold.

Bingham Osborn & Scarborough first reported a position in RSP in Q4 2019 and held it in 1 quarter. The position peaked at $331K in Q4 2019. 663 funds tracked by Wall St. Rank hold RSP as of Q1 2020.

  • Bingham Osborn & Scarborough reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 2,862 Invesco S&P 500 Equal Weight ETF shares in Q1 2020, an estimated $331K.
  • Bingham Osborn & Scarborough first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's Invesco S&P 500 Equal Weight ETF position peaked at $331K in Q4 2019.
  • 663 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2020, filed 5 May 2020.