Clifford Swan Investment Counsel’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

Clifford Swan Investment Counsel’s Portfolio RFG Stock Details RFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-11,005	Closed	-$308K	–	322
2017 Q2	$308K	Buy	+11,005	New	+$304K	0.02%	258

Other funds holding RFG

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BOS

Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clifford Swan Investment Counsel's RFG Position: Q3 2017 in Review

Clifford Swan Investment Counsel sold out of Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q3 2017, closing a stake of 11,005 shares — an estimated $308K sold.

Clifford Swan Investment Counsel first reported a position in RFG in Q2 2017 and held it in 1 quarter. The position peaked at $308K in Q2 2017. 85 funds tracked by Wall St. Rank hold RFG as of Q3 2017.

Clifford Swan Investment Counsel reported no remaining Invesco S&P MidCap 400 Pure Growth ETF position as of Q3 2017 after selling out during the quarter.
Clifford Swan Investment Counsel sold 11,005 Invesco S&P MidCap 400 Pure Growth ETF shares in Q3 2017, an estimated $308K.
Clifford Swan Investment Counsel first reported a position in Invesco S&P MidCap 400 Pure Growth ETF in Q2 2017 and held it in 1 quarter.
Clifford Swan Investment Counsel's Invesco S&P MidCap 400 Pure Growth ETF position peaked at $308K in Q2 2017.
85 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q3 2017.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2017, filed 13 Nov 2017.