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

Edge 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
2016 Q4	–	Sell	-150	Closed	-$2K	–	521
2016 Q3	$2K	Hold	150	–	–	﹤0.01%	441
2016 Q2	$2K	Buy	+150	New	+$2.24K	﹤0.01%	410

Other funds holding RSPH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MCM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Edge Wealth Management's RSPH Position: Q4 2016 in Review

Edge Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2016, closing a stake of 150 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in RSPH in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 89 funds tracked by Wall St. Rank hold RSPH as of Q4 2016.

Edge Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2016 after selling out during the quarter.
Edge Wealth Management sold 150 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2016, an estimated $2K.
Edge Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2016 and held it in 2 quarters.
Edge Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2K in Q3 2016.
89 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.