EP Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

EP Wealth Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-134,175	Closed	-$3.96M	–	142
2014 Q4	$3.96M	Buy	+134,175	New	+$3.73M	0.65%	47

Other funds holding RSPD

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

EP Wealth Advisors's RSPD Position: Q1 2015 in Review

EP Wealth Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2015, closing a stake of 134,175 shares — an estimated $3.96M sold.

EP Wealth Advisors first reported a position in RSPD in Q4 2014 and held it in 1 quarter. The position peaked at $3.96M in Q4 2014. 36 funds tracked by Wall St. Rank hold RSPD as of Q1 2015.

EP Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2015 after selling out during the quarter.
EP Wealth Advisors sold 134,175 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2015, an estimated $3.96M.
EP Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2014 and held it in 1 quarter.
EP Wealth Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $3.96M in Q4 2014.
36 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2015.

Based on EP Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.