Bridgewater Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Bridgewater Advisors’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
2014 Q2	$5.3M	Buy	+97,590	New	+$5.13M	4.44%	4

Other funds holding RPV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KWILP

Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

CCM

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

BOS

Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Bridgewater Advisors's RPV Position: Q2 2014 in Review

Bridgewater Advisors opened a new position in Invesco S&P 500 Pure Value ETF (RPV) in Q2 2014: 97,590 shares worth $5.3M. The stake represents 4.44% of the portfolio and ranks #4 among its holdings.

75 funds tracked by Wall St. Rank hold RPV as of Q2 2014.

Bridgewater Advisors held 97,590 shares of Invesco S&P 500 Pure Value ETF worth $5.3M as of Q2 2014.
Invesco S&P 500 Pure Value ETF was a new Bridgewater Advisors position in Q2 2014.
Invesco S&P 500 Pure Value ETF made up 4.44% of Bridgewater Advisors's portfolio in Q2 2014, its #4 holding.
75 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2014.

Based on Bridgewater Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.