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Cornerstone Advisors (Washington)’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Cornerstone Advisors (Washington)’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-17,030
Closed -$258K – 1258
2018
Q1 		$258K Hold
17,030
– – 0.18% 86
2017
Q4 		$243K Buy
17,030
+5,320
+45% +$75.5K 0.16% 91
2017
Q3 		$158K Buy
+11,710
New +$153K 0.11% 146

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Cornerstone Advisors (Washington)'s RSPT Position: Q2 2018 in Review

Cornerstone Advisors (Washington) sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2018, closing a stake of 17,030 shares — an estimated $258K sold.

Cornerstone Advisors (Washington) first reported a position in RSPT in Q3 2017 and held it in 3 quarters. The position peaked at $258K in Q1 2018. 154 funds tracked by Wall St. Rank hold RSPT as of Q2 2018.

  • Cornerstone Advisors (Washington) reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2018 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 17,030 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2018, an estimated $258K.
  • Cornerstone Advisors (Washington) first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q3 2017 and held it in 3 quarters.
  • Cornerstone Advisors (Washington)'s Invesco S&P 500 Equal Weight Technology ETF position peaked at $258K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2018, filed 18 Jul 2018.