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Edgar Wachenheim’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Edgar Wachenheim’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
2019
Q4 		– Sell
-57,500
Closed -$6.21M – 22
2019
Q3 		$6.21M Sell
57,500
-20,000
-26% -$2.15M 0.13% 18
2019
Q2 		$8.36M Buy
+77,500
New +$8.21M 0.15% 19

Other funds holding RSP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgar Wachenheim's RSP Position: Q4 2019 in Review

Edgar Wachenheim sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2019, closing a stake of 57,500 shares — an estimated $6.21M sold.

Edgar Wachenheim first reported a position in RSP in Q2 2019 and held it in 2 quarters. The position peaked at $8.36M in Q2 2019. 731 funds tracked by Wall St. Rank hold RSP as of Q4 2019.

  • Edgar Wachenheim reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2019 after selling out during the quarter.
  • Edgar Wachenheim sold 57,500 Invesco S&P 500 Equal Weight ETF shares in Q4 2019, an estimated $6.21M.
  • Edgar Wachenheim first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and held it in 2 quarters.
  • Edgar Wachenheim's Invesco S&P 500 Equal Weight ETF position peaked at $8.36M in Q2 2019.
  • 731 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2019.

Based on Greenhaven Associates's 13F filing for Q4 2019, filed 10 Jan 2020.