CIBC Bank USA’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CIBC Bank USA’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
2017 Q3	–	Sell	-4,672	Closed	-$433K	–	286
2017 Q2	$433K	Sell	4,672 -22	-0.5%	-$2.02K	0.06%	164
2017 Q1	$426K	Buy	4,694 +30	+0.6%	+$2.69K	0.06%	165
2016 Q4	$404K	Sell	4,664 -57	-1%	-$4.81K	0.06%	166
2016 Q3	$395K	Buy	4,721 +1,386	+42%	+$115K	0.06%	178
2016 Q2	$268K	Sell	3,335 -291	-8%	-$23.1K	0.04%	206
2016 Q1	$284K	Buy	+3,626	New	+$267K	0.05%	178
2015 Q4	–	Sell	-4,234	Closed	-$312K	–	257
2015 Q3	$312K	Buy	4,234 +71	+2%	+$5.53K	0.06%	187
2015 Q2	$332K	Sell	4,163 -114	-3%	-$9.34K	0.06%	199
2015 Q1	$347K	Buy	+4,277	New	+$344K	0.06%	191

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIBC Bank USA's RSP Position: Q3 2017 in Review

CIBC Bank USA sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2017, closing a stake of 4,672 shares — an estimated $433K sold.

CIBC Bank USA first reported a position in RSP in Q1 2015 and held it in 9 quarters. The position peaked at $433K in Q2 2017. 455 funds tracked by Wall St. Rank hold RSP as of Q3 2017.

CIBC Bank USA reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2017 after selling out during the quarter.
CIBC Bank USA sold 4,672 Invesco S&P 500 Equal Weight ETF shares in Q3 2017, an estimated $433K.
CIBC Bank USA first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and held it in 9 quarters.
CIBC Bank USA's Invesco S&P 500 Equal Weight ETF position peaked at $433K in Q2 2017.
455 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2017.

Based on CIBC Bank USA's 13F filing for Q3 2017, filed 12 Oct 2017.