Destination Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Destination Wealth Management’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-550	Closed	-$11K	–	421
2019 Q2	$11K	Hold	550	–	–	﹤0.01%	431
2019 Q1	$11K	Sell	550 -370	-40%	-$7.14K	﹤0.01%	459
2018 Q4	$16K	Buy	920 +370	+67%	+$7.03K	﹤0.01%	370
2018 Q3	$11K	Buy	+550	New	+$10.8K	﹤0.01%	455

Other funds holding RSPH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Destination Wealth Management's RSPH Position: Q3 2019 in Review

Destination Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2019, closing a stake of 550 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in RSPH in Q3 2018 and held it in 4 quarters. The position peaked at $16K in Q4 2018. 133 funds tracked by Wall St. Rank hold RSPH as of Q3 2019.

Destination Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 550 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2019, an estimated $11K.
Destination Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2018 and held it in 4 quarters.
Destination Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $16K in Q4 2018.
133 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.