CEMP
RSPM icon

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

Compass Efficient Model Portfolios’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$1K Buy
85
+10
+13% +$152 0.04% 125
2013
Q3 		$1K Buy
+75
New +$1.05K 0.01% 101

Other funds holding RSPM

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFS
KMS Financial Services Seattle, Washington $713M AUM 14.21% 1-Year Est. Return

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

Compass Efficient Model Portfolios increased its Invesco S&P 500 Equal Weight Materials ETF (RSPM) stake by 13% in Q4 2013, buying an estimated $152 and bringing the position to 85 shares worth $1K. The position accounts for 0.04% of the portfolio, ranked #125.

Compass Efficient Model Portfolios first reported a position in RSPM in Q3 2013 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold RSPM as of Q4 2013.

  • Compass Efficient Model Portfolios held 85 shares of Invesco S&P 500 Equal Weight Materials ETF worth $1K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 10 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2013, an estimated $152.
  • Invesco S&P 500 Equal Weight Materials ETF made up 0.04% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #125 holding.
  • Compass Efficient Model Portfolios first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2013 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2013.

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