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

EP Wealth Advisors’s Portfolio RSPN Stock Details RSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-24,175
Closed -$381K – 160
2015
Q3 		$381K Buy
+24,175
New +$407K 0.07% 98

Other funds holding RSPN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHS
Aspiriant Holdings S3 Los Angeles, California $233M AUM 3.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

EP Wealth Advisors sold out of Invesco S&P 500 Equal Weight Industrials ETF (RSPN) in Q4 2015, closing a stake of 24,175 shares — an estimated $381K sold.

EP Wealth Advisors first reported a position in RSPN in Q3 2015 and held it in 1 quarter. The position peaked at $381K in Q3 2015. 27 funds tracked by Wall St. Rank hold RSPN as of Q4 2015.

  • EP Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Industrials ETF position as of Q4 2015 after selling out during the quarter.
  • EP Wealth Advisors sold 24,175 Invesco S&P 500 Equal Weight Industrials ETF shares in Q4 2015, an estimated $381K.
  • EP Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Industrials ETF in Q3 2015 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco S&P 500 Equal Weight Industrials ETF position peaked at $381K in Q3 2015.
  • 27 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Industrials ETF as of Q4 2015.

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