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EP Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

EP Wealth Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-51,423
Closed -$1.48M – 157
2015
Q3 		$1.48M Buy
+51,423
New +$1.56M 0.28% 48

Other funds holding RSPF

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

EP Wealth Advisors's RSPF Position: Q4 2015 in Review

EP Wealth Advisors sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q4 2015, closing a stake of 51,423 shares — an estimated $1.48M sold.

EP Wealth Advisors first reported a position in RSPF in Q3 2015 and held it in 1 quarter. The position peaked at $1.48M in Q3 2015. 43 funds tracked by Wall St. Rank hold RSPF as of Q4 2015.

  • EP Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q4 2015 after selling out during the quarter.
  • EP Wealth Advisors sold 51,423 Invesco S&P 500 Equal Weight Financials ETF shares in Q4 2015, an estimated $1.48M.
  • EP Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q3 2015 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $1.48M in Q3 2015.
  • 43 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q4 2015.

Based on EP Wealth Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.