EWM
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Elite Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Elite Wealth Management’s Portfolio RWJ Stock Details RWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-600
Closed -$11K – 701
2014
Q2 		$11K Buy
+600
New +$10.8K 0.01% 219

Other funds holding RWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Elite Wealth Management's RWJ Position: Q3 2014 in Review

Elite Wealth Management sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q3 2014, closing a stake of 600 shares — an estimated $11K sold.

Elite Wealth Management first reported a position in RWJ in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 47 funds tracked by Wall St. Rank hold RWJ as of Q3 2014.

  • Elite Wealth Management reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 600 Invesco S&P SmallCap 600 Revenue ETF shares in Q3 2014, an estimated $11K.
  • Elite Wealth Management first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2014 and held it in 1 quarter.
  • Elite Wealth Management's Invesco S&P SmallCap 600 Revenue ETF position peaked at $11K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.