Clean Yield Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Clean Yield Group’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
2016 Q4	–	Sell	-140	Closed	-$12K	–	249
2016 Q3	$12K	Hold	140	–	–	0.01%	280
2016 Q2	$11K	Hold	140	–	–	﹤0.01%	254
2016 Q1	$11K	Buy	+140	New	+$10.3K	﹤0.01%	251
2015 Q2	–	Sell	-140	Closed	-$11K	–	254
2015 Q1	$11K	Buy	+140	New	+$11.3K	﹤0.01%	289

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

RJA

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

LIA

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Clean Yield Group's RSP Position: Q4 2016 in Review

Clean Yield Group sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2016, closing a stake of 140 shares — an estimated $12K sold.

Clean Yield Group first reported a position in RSP in Q1 2015 and held it in 4 quarters. The position peaked at $12K in Q3 2016. 416 funds tracked by Wall St. Rank hold RSP as of Q4 2016.

Clean Yield Group reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2016 after selling out during the quarter.
Clean Yield Group sold 140 Invesco S&P 500 Equal Weight ETF shares in Q4 2016, an estimated $12K.
Clean Yield Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and held it in 4 quarters.
Clean Yield Group's Invesco S&P 500 Equal Weight ETF position peaked at $12K in Q3 2016.
416 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2016.

Based on Clean Yield Group's 13F filing for Q4 2016, filed 24 Jan 2017.