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Cooper/Haims Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

Cooper/Haims Advisors’s Portfolio RPV Stock Details RPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,900
Closed -$279K – 61
2018
Q4 		$279K Buy
+4,900
New +$312K 0.19% 43

Other funds holding RPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Cooper/Haims Advisors's RPV Position: Q1 2019 in Review

Cooper/Haims Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q1 2019, closing a stake of 4,900 shares — an estimated $279K sold.

Cooper/Haims Advisors first reported a position in RPV in Q4 2018 and held it in 1 quarter. The position peaked at $279K in Q4 2018. 120 funds tracked by Wall St. Rank hold RPV as of Q1 2019.

  • Cooper/Haims Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q1 2019 after selling out during the quarter.
  • Cooper/Haims Advisors sold 4,900 Invesco S&P 500 Pure Value ETF shares in Q1 2019, an estimated $279K.
  • Cooper/Haims Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q4 2018 and held it in 1 quarter.
  • Cooper/Haims Advisors's Invesco S&P 500 Pure Value ETF position peaked at $279K in Q4 2018.
  • 120 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q1 2019.

Based on Cooper/Haims Advisors's 13F filing for Q1 2019, filed 26 Apr 2019.