Chevy Chase Trust
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Chevy Chase Trust’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History

Chevy Chase Trust’s Portfolio RSPG Stock Details RSPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-201
Closed -$9K – 707
2018
Q4 		$9K Buy
+201
New +$10.6K ﹤0.01% 717

Other funds holding RSPG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Chevy Chase Trust's RSPG Position: Q1 2019 in Review

Chevy Chase Trust sold out of Invesco S&P 500 Equal Weight Energy ETF (RSPG) in Q1 2019, closing a stake of 201 shares — an estimated $9K sold.

Chevy Chase Trust first reported a position in RSPG in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 66 funds tracked by Wall St. Rank hold RSPG as of Q1 2019.

  • Chevy Chase Trust reported no remaining Invesco S&P 500 Equal Weight Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 201 Invesco S&P 500 Equal Weight Energy ETF shares in Q1 2019, an estimated $9K.
  • Chevy Chase Trust first reported a position in Invesco S&P 500 Equal Weight Energy ETF in Q4 2018 and held it in 1 quarter.
  • Chevy Chase Trust's Invesco S&P 500 Equal Weight Energy ETF position peaked at $9K in Q4 2018.
  • 66 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Energy ETF as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.