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

Capital Planning Advisors’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
2017
Q4 		– Sell
-11,860
Closed -$208K – 127
2017
Q3 		$208K Hold
11,860
– – 0.08% 121
2017
Q2 		$206K Buy
+11,860
New +$197K 0.09% 128

Other funds holding RSPH

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Planning Advisors's RSPH Position: Q4 2017 in Review

Capital Planning Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2017, closing a stake of 11,860 shares — an estimated $208K sold.

Capital Planning Advisors first reported a position in RSPH in Q2 2017 and held it in 2 quarters. The position peaked at $208K in Q3 2017. 120 funds tracked by Wall St. Rank hold RSPH as of Q4 2017.

  • Capital Planning Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 11,860 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2017, an estimated $208K.
  • Capital Planning Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2017 and held it in 2 quarters.
  • Capital Planning Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $208K in Q3 2017.
  • 120 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2017.

Based on Capital Planning Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.