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Breiter Capital Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Breiter Capital Management’s Portfolio RSPH Stock Details RSPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,000
Closed -$289K – 108
2018
Q3 		$289K Buy
+14,000
New +$274K 0.37% 87

Other funds holding RSPH

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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

Breiter Capital Management's RSPH Position: Q4 2018 in Review

Breiter Capital Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2018, closing a stake of 14,000 shares — an estimated $289K sold.

Breiter Capital Management first reported a position in RSPH in Q3 2018 and held it in 1 quarter. The position peaked at $289K in Q3 2018. 130 funds tracked by Wall St. Rank hold RSPH as of Q4 2018.

  • Breiter Capital Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2018 after selling out during the quarter.
  • Breiter Capital Management sold 14,000 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2018, an estimated $289K.
  • Breiter Capital Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2018 and held it in 1 quarter.
  • Breiter Capital Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $289K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2018.

Based on Breiter Capital Management's 13F filing for Q4 2018, filed 16 Jan 2019.