Clear Perspective Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-149	Closed	-$15K	–	377
2018 Q2	$15K	Hold	149	–	–	0.01%	334
2018 Q1	$15K	Buy	+149	New	+$15.2K	0.01%	331

Other funds holding RSP

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

RJA

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

Clear Perspective Advisors's RSP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2018, closing a stake of 149 shares — an estimated $15K sold.

Clear Perspective Advisors first reported a position in RSP in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 572 funds tracked by Wall St. Rank hold RSP as of Q3 2018.

Clear Perspective Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 149 Invesco S&P 500 Equal Weight ETF shares in Q3 2018, an estimated $15K.
Clear Perspective Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $15K in Q2 2018.
572 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.