CEMP
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Compass Efficient Model Portfolios’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$20K Buy
287
+102
+55% +$6.97K 0.75% 42
2013
Q3 		$12K Buy
185
+1
+0.5% +$64 0.09% 45
2013
Q2 		$11K Buy
+184
New +$11.3K 0.01% 43

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Compass Efficient Model Portfolios's RSP Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 55% in Q4 2013, buying an estimated $6.97K and bringing the position to 287 shares worth $20K. The position accounts for 0.75% of the portfolio, ranked #42.

Compass Efficient Model Portfolios first reported a position in RSP in Q2 2013 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold RSP as of Q4 2013.

  • Compass Efficient Model Portfolios held 287 shares of Invesco S&P 500 Equal Weight ETF worth $20K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 102 Invesco S&P 500 Equal Weight ETF shares in Q4 2013, an estimated $6.97K.
  • Invesco S&P 500 Equal Weight ETF made up 0.75% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #42 holding.
  • Compass Efficient Model Portfolios first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.